Pinnacle Family Advisors’s BP BP Stock Holding History

Pinnacle Family 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	–	Sell	-7,802	Closed	-$223K	–	93
2022 Q3	$223K	Hold	7,802	–	–	0.19%	77
2022 Q2	$221K	Hold	7,802	–	–	0.18%	80
2022 Q1	$229K	Hold	7,802	–	–	0.12%	110
2021 Q4	$208K	Hold	7,802	–	–	0.09%	104
2021 Q3	$213K	Buy	7,802 +54	+0.7%	+$1.35K	0.1%	137
2021 Q2	$205K	Sell	7,748 -3,230	-29%	-$84.7K	0.09%	129
2021 Q1	$267K	Sell	10,978 -1,922	-15%	-$46.3K	0.14%	100
2020 Q4	$265K	Buy	+12,900	New	+$243K	0.16%	100

Other funds holding BP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pinnacle Family Advisors's BP Position: Q4 2022 in Review

Pinnacle Family Advisors sold out of BP (BP) in Q4 2022, closing a stake of 7,802 shares — an estimated $223K sold.

Pinnacle Family Advisors first reported a position in BP in Q4 2020 and held it in 8 quarters. The position peaked at $267K in Q1 2021. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Pinnacle Family Advisors reported no remaining BP position as of Q4 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 7,802 BP shares in Q4 2022, an estimated $223K.
Pinnacle Family Advisors first reported a position in BP in Q4 2020 and held it in 8 quarters.
Pinnacle Family Advisors's BP position peaked at $267K in Q1 2021.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Pinnacle Family Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.