Paces Ferry Wealth Advisors’s BP BP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-600	Closed	-$10K	–	248
2020 Q3	$10K	Buy	+600	New	+$13K	0.01%	438

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paces Ferry Wealth Advisors's BP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of BP (BP) in Q4 2020, closing a stake of 600 shares — an estimated $10K sold.

Paces Ferry Wealth Advisors first reported a position in BP in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining BP position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 600 BP shares in Q4 2020, an estimated $10K.
Paces Ferry Wealth Advisors first reported a position in BP in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's BP position peaked at $10K in Q3 2020.
865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.