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Reilly Financial Advisors’s BP BP Stock Holding History

Reilly 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
2016
Q1 		– Sell
-2,905
Closed -$76K – 1202
2015
Q4 		$76K Buy
+2,905
New +$82.6K 0.01% 320

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's BP Position: Q4 2021 in Review

Reilly Financial Advisors increased its BP (BP) stake by 0.19% in Q4 2021, buying an estimated $55 and bringing the position to 1,080 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Reilly Financial Advisors first reported a position in BP in Q2 2013 and has held it in 34 quarters since. The position peaked at $433K in Q3 2014. 1,001 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Reilly Financial Advisors held 1,080 shares of BP worth $29K as of Q4 2021.
  • Reilly Financial Advisors bought 2 BP shares in Q4 2021, an estimated $55.
  • BP made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #501 holding.
  • Reilly Financial Advisors first reported a position in BP in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's BP position peaked at $433K in Q3 2014.
  • 1,001 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.