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Professional Financial Advisors’s BP BP Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-336
Closed -$10K – 124
2022
Q3 		$10K Hold
336
– – 0.01% 285
2022
Q2 		$10K Hold
336
– – 0.01% 290
2022
Q1 		$10K Hold
336
– – ﹤0.01% 306
2021
Q4 		$9K Hold
336
– – ﹤0.01% 324
2021
Q3 		$9K Hold
336
– – 0.01% 270
2021
Q2 		$9K Hold
336
– – 0.01% 277
2021
Q1 		$8K Hold
336
– – 0.01% 256
2020
Q4 		$7K Hold
336
– – 0.01% 261
2020
Q3 		$5K Buy
+336
New +$7.28K ﹤0.01% 262

Other funds holding BP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Professional Financial Advisors's BP Position: Q4 2022 in Review

Professional Financial Advisors sold out of BP (BP) in Q4 2022, closing a stake of 336 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in BP in Q3 2020 and held it in 9 quarters. The position peaked at $10K in Q3 2022. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

  • Professional Financial Advisors reported no remaining BP position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 336 BP shares in Q4 2022, an estimated $10K.
  • Professional Financial Advisors first reported a position in BP in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's BP position peaked at $10K in Q3 2022.
  • 1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.