Rebalance’s BP BP Stock Holding History

Rebalance’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
2023 Q1	–	Sell	-4,344	Closed	-$152K	–	83
2022 Q4	$152K	Buy	+4,344	New	+$145K	0.02%	80

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rebalance's BP Position: Q1 2023 in Review

Rebalance sold out of BP (BP) in Q1 2023, closing a stake of 4,344 shares — an estimated $152K sold.

Rebalance first reported a position in BP in Q4 2022 and held it in 1 quarter. The position peaked at $152K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Rebalance reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Rebalance sold 4,344 BP shares in Q1 2023, an estimated $152K.
Rebalance first reported a position in BP in Q4 2022 and held it in 1 quarter.
Rebalance's BP position peaked at $152K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.