Regal Wealth Group’s BP BP Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-39	Closed	-$1K	–	77
2021 Q1	$1K	Buy	+39	New	+$939	﹤0.01%	227
2016 Q3	–	Sell	-863	Closed	-$26K	–	198
2016 Q2	$26K	Hold	863	–	–	0.02%	82
2016 Q1	$22K	Hold	863	–	–	0.02%	88
2015 Q4	$23K	Buy	+863	New	+$24.5K	0.02%	86

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Wealth Group's BP Position: Q2 2021 in Review

Regal Wealth Group sold out of BP (BP) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in BP in Q4 2015 and held it in 4 quarters. The position peaked at $26K in Q2 2016. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Regal Wealth Group reported no remaining BP position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 39 BP shares in Q2 2021, an estimated $1K.
Regal Wealth Group first reported a position in BP in Q4 2015 and held it in 4 quarters.
Regal Wealth Group's BP position peaked at $26K in Q2 2016.
980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.