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Polaris Wealth Advisory Group’s BP BP Stock Holding History

Polaris Wealth Advisory Group’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
-271,882
Closed -$7.36M – 178
2021
Q2 		$7.36M Buy
+271,882
New +$7.13M 0.44% 68
2021
Q1 		– Sell
-206,645
Closed -$5.04M – 174
2020
Q4 		$5.04M Buy
+206,645
New +$3.89M 0.38% 80

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

Polaris Wealth Advisory Group's BP Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of BP (BP) in Q3 2021, closing a stake of 271,882 shares — an estimated $7.36M sold.

Polaris Wealth Advisory Group first reported a position in BP in Q4 2020 and held it in 2 quarters. The position peaked at $7.36M in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining BP position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 271,882 BP shares in Q3 2021, an estimated $7.36M.
  • Polaris Wealth Advisory Group first reported a position in BP in Q4 2020 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's BP position peaked at $7.36M in Q2 2021.
  • 963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.