Pinnacle Private Wealth’s BP BP Stock Holding History

Pinnacle Private Wealth’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 Q2	$433K	Sell	15,258 -427	-3%	-$13.1K	0.17%	143
2022 Q1	$461K	Buy	15,685 +6,218	+66%	+$190K	0.14%	165
2021 Q4	$252K	Buy	+9,467	New	+$263K	0.08%	246

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Pinnacle Private Wealth's BP Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its BP (BP) stake by 2.7% in Q2 2022, selling an estimated $13.1K and leaving 15,258 shares worth $433K. The position accounts for 0.17% of the portfolio, ranked #143.

Pinnacle Private Wealth first reported a position in BP in Q4 2021 and has held it in 3 quarters since. The position peaked at $461K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Pinnacle Private Wealth held 15,258 shares of BP worth $433K as of Q2 2022.
Pinnacle Private Wealth sold 427 BP shares in Q2 2022, an estimated $13.1K.
BP made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #143 holding.
Pinnacle Private Wealth first reported a position in BP in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's BP position peaked at $461K in Q1 2022.
1,007 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.