PRW Wealth Management’s BP BP Stock Holding History

PRW 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
2021 Q3	–	Sell	-7,679	Closed	-$203K	–	120
2021 Q2	$203K	Buy	+7,679	New	+$201K	0.06%	254

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

PRW Wealth Management's BP Position: Q3 2021 in Review

PRW Wealth Management sold out of BP (BP) in Q3 2021, closing a stake of 7,679 shares — an estimated $203K sold.

PRW Wealth Management first reported a position in BP in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

PRW Wealth Management reported no remaining BP position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 7,679 BP shares in Q3 2021, an estimated $203K.
PRW Wealth Management first reported a position in BP in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's BP position peaked at $203K in Q2 2021.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.