Private Wealth Partners’s BP BP Stock Holding History

Private Wealth Partners’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	–	Sell	-14,100	Closed	-$415K	–	76
2022 Q1	$415K	Buy	+14,100	New	+$430K	0.04%	74

Other funds holding BP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Private Wealth Partners sold out of BP (BP) in Q2 2022, closing a stake of 14,100 shares — an estimated $415K sold.

Private Wealth Partners first reported a position in BP in Q1 2022 and held it in 1 quarter. The position peaked at $415K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Private Wealth Partners reported no remaining BP position as of Q2 2022 after selling out during the quarter.
Private Wealth Partners sold 14,100 BP shares in Q2 2022, an estimated $415K.
Private Wealth Partners first reported a position in BP in Q1 2022 and held it in 1 quarter.
Private Wealth Partners's BP position peaked at $415K in Q1 2022.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Private Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.