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Personal Wealth Partners’s BP BP Stock Holding History

Personal Wealth Partners’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
-70
Closed -$2K – 117
2021
Q2 		$2K Buy
+70
New +$1.84K ﹤0.01% 371
2020
Q1 		– Sell
-141
Closed -$5K – 127
2019
Q4 		$5K Hold
141
– – ﹤0.01% 265
2019
Q3 		$5K Sell
141
-159
-53% -$6.07K ﹤0.01% 271
2019
Q2 		$12K Buy
+300
New +$12.6K 0.01% 205

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

Personal Wealth Partners's BP Position: Q3 2021 in Review

Personal Wealth Partners sold out of BP (BP) in Q3 2021, closing a stake of 70 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in BP in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2019. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

  • Personal Wealth Partners reported no remaining BP position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 70 BP shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in BP in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's BP position peaked at $12K in Q2 2019.
  • 963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.