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Patriot Financial Group Insurance Agency’s BP BP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,622
Closed -$74K – 596
2022
Q2 		$74K Buy
2,622
+25
+1% +$766 0.02% 619
2022
Q1 		$76K Buy
2,597
+95
+4% +$2.9K 0.01% 661
2021
Q4 		$67K Sell
2,502
-10,416
-81% -$289K 0.01% 766
2021
Q3 		$353K Sell
12,918
-9,830
-43% -$246K 0.06% 305
2021
Q2 		$601K Buy
22,748
+19,704
+647% +$517K 0.11% 197
2021
Q1 		$74K Buy
3,044
+1,735
+133% +$41.8K 0.02% 647
2020
Q4 		$27K Sell
1,309
-2,245
-63% -$42.3K 0.01% 882
2020
Q3 		$2K Buy
3,554
+52
+1% +$1.13K ﹤0.01% 1434
2020
Q2 		$82K Buy
3,502
+367
+12% +$8.81K 0.03% 396
2020
Q1 		$76K Sell
3,135
-88
-3% -$2.85K 0.03% 365
2019
Q4 		$122K Sell
3,223
-384
-11% -$14.6K 0.05% 306
2019
Q3 		$137K Buy
3,607
+45
+1% +$1.72K 0.06% 261
2019
Q2 		$147K Sell
3,562
-798
-18% -$33.5K 0.06% 235
2019
Q1 		$187K Sell
4,360
-121
-3% -$4.96K 0.1% 176
2018
Q4 		$165K Sell
4,481
-750
-14% -$29.9K 0.11% 144
2018
Q3 		$230K Buy
5,231
+3,429
+190% +$143K 0.14% 103
2018
Q2 		$77K Sell
1,802
-2,272
-56% -$95.5K 0.08% 142
2018
Q1 		$151K Sell
4,074
-47
-1% -$1.77K 0.11% 162
2017
Q4 		$163K Buy
+4,121
New +$149K 0.12% 146
2017
Q3 		– Sell
-5,413
Closed -$165K – 907
2017
Q2 		$165K Sell
5,413
-181
-3% -$5.63K 0.17% 114
2017
Q1 		$169K Sell
5,594
-70
-1% -$2.13K 0.18% 102
2016
Q4 		$179K Buy
+5,664
New +$170K 0.24% 91

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BP (BP) in Q3 2022, closing a stake of 2,622 shares — an estimated $74K sold.

Patriot Financial Group Insurance Agency first reported a position in BP in Q4 2016 and held it in 22 quarters. The position peaked at $601K in Q2 2021. 1,001 funds tracked by Wall St. Rank hold BP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BP position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,622 BP shares in Q3 2022, an estimated $74K.
  • Patriot Financial Group Insurance Agency first reported a position in BP in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's BP position peaked at $601K in Q2 2021.
  • 1,001 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.