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Phoenix Wealth Advisors’s BP BP Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-1,200
Closed -$33K – 153
2021
Q3 		$33K Hold
1,200
– – 0.02% 222
2021
Q2 		$31K Hold
1,200
– – 0.02% 221
2021
Q1 		$29K Hold
1,200
– – 0.02% 225
2020
Q4 		$25K Buy
+1,200
New +$22.6K 0.02% 240

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Phoenix Wealth Advisors's BP Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of BP (BP) in Q4 2021, closing a stake of 1,200 shares — an estimated $33K sold.

Phoenix Wealth Advisors first reported a position in BP in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q3 2021. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,200 BP shares in Q4 2021, an estimated $33K.
  • Phoenix Wealth Advisors first reported a position in BP in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's BP position peaked at $33K in Q3 2021.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.