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Private Wealth Advisors (Pennsylvania)’s BP BP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-17,932
Closed -$671K – 95
2019
Q4 		$671K Sell
17,932
-1,133
-6% -$43K 0.36% 71
2019
Q3 		$724K Sell
19,065
-8,129
-30% -$310K 0.37% 69
2019
Q2 		$1.11M Sell
27,194
-2,271
-8% -$95.3K 0.4% 61
2019
Q1 		$1.27M Buy
29,465
+601
+2% +$24.6K 0.47% 57
2018
Q4 		$1.06M Sell
28,864
-2,136
-7% -$85.3K 0.46% 58
2018
Q3 		$1.36M Sell
31,000
-354
-1% -$14.8K 0.5% 57
2018
Q2 		$1.35M Sell
31,354
-1,383
-4% -$58.1K 0.54% 55
2018
Q1 		$1.23M Sell
32,737
-1,334
-4% -$50.3K 0.49% 59
2017
Q4 		$1.31M Sell
34,071
-1,107
-3% -$40.1K 0.51% 56
2017
Q3 		$1.22M Sell
35,178
-575
-2% -$18.3K 0.5% 58
2017
Q2 		$1.1M Sell
35,753
-1,218
-3% -$37.9K 0.47% 61
2017
Q1 		$1.11M Sell
36,971
-653
-2% -$19.9K 0.5% 60
2016
Q4 		$1.21M Sell
37,624
-1,342
-3% -$40.4K 0.56% 56
2016
Q3 		$1.15M Buy
38,966
+9
+0% +$261 0.55% 51
2016
Q2 		$1.16M Sell
38,957
-6,661
-15% -$179K 0.57% 51
2016
Q1 		$1.16M Buy
45,618
+8,211
+22% +$207K 0.62% 50
2015
Q4 		$984K Buy
37,407
+6,533
+21% +$186K 0.55% 54
2015
Q3 		$794K Buy
30,874
+6,276
+26% +$184K 0.4% 72
2015
Q2 		$827K Buy
24,598
+8,175
+50% +$286K 0.38% 75
2015
Q1 		$533K Buy
+16,423
New +$538K 0.25% 87

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s BP Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of BP (BP) in Q1 2020, closing a stake of 17,932 shares — an estimated $671K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in BP in Q1 2015 and held it in 20 quarters. The position peaked at $1.36M in Q3 2018. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 17,932 BP shares in Q1 2020, an estimated $671K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in BP in Q1 2015 and held it in 20 quarters.
  • Private Wealth Advisors (Pennsylvania)'s BP position peaked at $1.36M in Q3 2018.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.