Regent Peak Wealth Advisors’s BP BP Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-315	Closed	-$6K	–	257
2020 Q4	$6K	Buy	+315	New	+$5.94K	﹤0.01%	623

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regent Peak Wealth Advisors's BP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of BP (BP) in Q1 2021, closing a stake of 315 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining BP position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 315 BP shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in BP in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's BP position peaked at $6K in Q4 2020.
920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.