PCA Investment Advisory Services’s BP BP Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-561	Closed	-$19.8K	–	148
2023 Q2	$19.8K	Buy	+561	New	+$20.8K	0.01%	351

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

PCA Investment Advisory Services's BP Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of BP (BP) in Q3 2023, closing a stake of 561 shares — an estimated $19.8K sold.

PCA Investment Advisory Services first reported a position in BP in Q2 2023 and held it in 1 quarter. The position peaked at $19.8K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

PCA Investment Advisory Services reported no remaining BP position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 561 BP shares in Q3 2023, an estimated $19.8K.
PCA Investment Advisory Services first reported a position in BP in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's BP position peaked at $19.8K in Q2 2023.
1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.