Resource Management’s BP BP Stock Holding History

Resource 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 Q4	$398K	Sell	14,935 -1,775	-11%	-$49.2K	0.04%	126
2021 Q3	$457K	Buy	16,710 +2,519	+18%	+$63.1K	0.05%	105
2021 Q2	$375K	Buy	14,191 +5,155	+57%	+$135K	0.04%	124
2021 Q1	$220K	Sell	9,036 -5,153	-36%	-$124K	0.03%	166
2020 Q4	$291K	Buy	14,189 +370	+3%	+$6.97K	0.04%	129
2020 Q3	$241K	Sell	13,819 -1,106	-7%	-$23.9K	0.04%	133
2020 Q2	$348K	Buy	14,925 +13	+0.1%	+$312	0.06%	98
2020 Q1	$364K	Sell	14,912 -1,187	-7%	-$38.4K	0.08%	90
2019 Q4	$608K	Sell	16,099 -1,005	-6%	-$38.2K	0.1%	70
2019 Q3	$649K	Sell	17,104 -878	-5%	-$33.5K	0.11%	66
2019 Q2	$737K	Buy	17,982 +7,546	+72%	+$317K	0.13%	61
2019 Q1	$449K	Buy	10,436 +3,101	+42%	+$127K	0.08%	83
2018 Q4	$269K	Sell	7,335 -10	-0.1%	-$399	0.06%	104
2018 Q3	$323K	Sell	7,345 -50	-0.7%	-$2.09K	0.06%	106
2018 Q2	$317K	Sell	7,395 -44	-0.6%	-$1.85K	0.06%	92
2018 Q1	$280K	Sell	7,439 -1,535	-17%	-$57.8K	0.06%	101
2017 Q4	$326K	Buy	+8,974	New	+$325K	0.07%	91

Other funds holding BP

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Resource Management's BP Position: Q4 2021 in Review

Resource Management reduced its BP (BP) stake by 11% in Q4 2021, selling an estimated $49.2K and leaving 14,935 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #126.

Resource Management first reported a position in BP in Q4 2017 and has held it in 17 quarters since. The position peaked at $737K in Q2 2019. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

Resource Management held 14,935 shares of BP worth $398K as of Q4 2021.
Resource Management sold 1,775 BP shares in Q4 2021, an estimated $49.2K.
BP made up 0.04% of Resource Management's portfolio in Q4 2021, its #126 holding.
Resource Management first reported a position in BP in Q4 2017 and has held it in 17 quarters since.
Resource Management's BP position peaked at $737K in Q2 2019.
1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.