PSIWM
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Paradigm Strategies in Wealth Management’s BP BP Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-488
Closed -$13K – 69
2021
Q2 		$13K Buy
488
+28
+6% +$734 0.01% 157
2021
Q1 		$11K Buy
+460
New +$11.1K 0.01% 154

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Paradigm Strategies in Wealth Management's BP Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of BP (BP) in Q3 2021, closing a stake of 488 shares — an estimated $13K sold.

Paradigm Strategies in Wealth Management first reported a position in BP in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining BP position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 488 BP shares in Q3 2021, an estimated $13K.
  • Paradigm Strategies in Wealth Management first reported a position in BP in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's BP position peaked at $13K in Q2 2021.
  • 963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.