Personal Capital Advisors’s BP BP Stock Holding History

Personal Capital 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
2022 Q4	$212K	Buy	+6,062	New	+$202K	﹤0.01%	455
2020 Q1	–	Sell	-6,935	Closed	-$262K	–	347
2019 Q4	$262K	Buy	6,935 +770	+12%	+$29.2K	﹤0.01%	350
2019 Q3	$234K	Buy	+6,165	New	+$235K	﹤0.01%	324
2019 Q1	–	Sell	-5,705	Closed	-$210K	–	327
2018 Q4	$210K	Buy	5,705 +316	+6%	+$12.6K	﹤0.01%	293
2018 Q3	$237K	Buy	5,389 +338	+7%	+$14.1K	﹤0.01%	273
2018 Q2	$217K	Buy	+5,051	New	+$212K	﹤0.01%	265

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal Capital Advisors's BP Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in BP (BP) in Q4 2022: 6,062 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in BP as recently as Q4 2019.

Personal Capital Advisors first reported a position in BP in Q2 2018 and has held it in 6 quarters since. The position peaked at $262K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Personal Capital Advisors held 6,062 shares of BP worth $212K as of Q4 2022.
BP was a new Personal Capital Advisors position in Q4 2022.
BP made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #455 holding.
Personal Capital Advisors first reported a position in BP in Q2 2018 and has held it in 6 quarters since.
Personal Capital Advisors's BP position peaked at $262K in Q4 2019.
1,102 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.