Point View Wealth Management’s BP BP Stock Holding History

Point View Wealth Management’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
2020 Q4	$1.16M	Buy	56,460 +7	+0%	+$132	0.47%	66
2020 Q3	$986K	Sell	56,453 -1,812	-3%	-$39.2K	0.47%	69
2020 Q2	$1.36M	Sell	58,265 -12,567	-18%	-$302K	0.65%	43
2020 Q1	$1.73M	Buy	70,832 +14,325	+25%	+$463K	0.95%	26
2019 Q4	$2.13M	Sell	56,507 -73	-0.1%	-$2.77K	0.88%	27
2019 Q3	$2.15M	Sell	56,580 -2,770	-5%	-$106K	0.97%	22
2019 Q2	$2.43M	Buy	59,350 +1,559	+3%	+$65.4K	1.04%	17
2019 Q1	$2.48M	Sell	57,791 -416	-0.7%	-$17K	1.1%	15
2018 Q4	$2.14M	Buy	58,207 +3,274	+6%	+$131K	1.08%	14
2018 Q3	$2.42M	Sell	54,933 -2,716	-5%	-$114K	1.08%	18
2018 Q2	$2.48M	Buy	57,649 +555	+1%	+$23.3K	1.15%	13
2018 Q1	$2.15M	Buy	57,094 +3,168	+6%	+$119K	1.03%	18
2017 Q4	$2.08M	Sell	53,926 -2,405	-4%	-$87.1K	0.98%	21
2017 Q3	$1.95M	Buy	56,331 +1,334	+2%	+$42.4K	0.94%	21
2017 Q2	$1.69M	Buy	54,997 +4,081	+8%	+$127K	0.83%	30
2017 Q1	$1.53M	Buy	50,916 +3,506	+7%	+$107K	0.79%	29
2016 Q4	$1.52M	Sell	47,410 -1,809	-4%	-$54.4K	0.87%	24
2016 Q3	$1.46M	Buy	49,219 +7,246	+17%	+$210K	0.86%	28
2016 Q2	$1.25M	Buy	41,973 +2,642	+7%	+$71.2K	0.76%	36
2016 Q1	$999K	Buy	39,331 +8,321	+27%	+$210K	0.64%	43
2015 Q4	$816K	Sell	31,010 -2,395	-7%	-$68.1K	0.59%	54
2015 Q3	$859K	Buy	33,405 +8,433	+34%	+$247K	0.69%	47
2015 Q2	$840K	Buy	24,972 +406	+2%	+$14.2K	0.65%	52
2015 Q1	$797K	Buy	24,566 +1,308	+6%	+$42.8K	0.62%	58
2014 Q4	$736K	Buy	23,258 +200	+0.9%	+$6.72K	0.55%	57
2014 Q3	$829K	Buy	23,058 +1,462	+7%	+$57.9K	0.7%	43
2014 Q2	$932K	Sell	21,596 -1,510	-7%	-$62.3K	0.81%	37
2014 Q1	$909K	Sell	23,106 -2,248	-9%	-$88.6K	0.83%	38
2013 Q4	$1.01M	Buy	+25,354	New	+$944K	0.96%	28

Other funds holding BP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point View Wealth Management's BP Position: Q4 2020 in Review

Point View Wealth Management increased its BP (BP) stake by 0.01% in Q4 2020, buying an estimated $132 and bringing the position to 56,460 shares worth $1.16M. The position accounts for 0.47% of the portfolio, ranked #66.

Point View Wealth Management first reported a position in BP in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.48M in Q1 2019. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

Point View Wealth Management held 56,460 shares of BP worth $1.16M as of Q4 2020.
Point View Wealth Management bought 7 BP shares in Q4 2020, an estimated $132.
BP made up 0.47% of Point View Wealth Management's portfolio in Q4 2020, its #66 holding.
Point View Wealth Management first reported a position in BP in Q4 2013 and has held it in 29 quarters since.
Point View Wealth Management's BP position peaked at $2.48M in Q1 2019.
865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.