Parcion Private Wealth’s BP BP Stock Holding History

Parcion Private Wealth’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 Q2	–	Sell	-32,142	Closed	-$784K	–	183
2020 Q1	$784K	Buy	32,142 +19,795	+160%	+$640K	0.22%	77
2019 Q4	$466K	Buy	+12,347	New	+$469K	0.1%	118

Other funds holding BP

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parcion Private Wealth's BP Position: Q2 2020 in Review

Parcion Private Wealth sold out of BP (BP) in Q2 2020, closing a stake of 32,142 shares — an estimated $784K sold.

Parcion Private Wealth first reported a position in BP in Q4 2019 and held it in 2 quarters. The position peaked at $784K in Q1 2020. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

Parcion Private Wealth reported no remaining BP position as of Q2 2020 after selling out during the quarter.
Parcion Private Wealth sold 32,142 BP shares in Q2 2020, an estimated $784K.
Parcion Private Wealth first reported a position in BP in Q4 2019 and held it in 2 quarters.
Parcion Private Wealth's BP position peaked at $784K in Q1 2020.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.