RGT Wealth Advisors’s BP BP Stock Holding History

RGT 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
2022 Q1	–	Sell	-100	Closed	-$3K	–	138
2021 Q4	$3K	Buy	+100	New	+$2.77K	﹤0.01%	278
2017 Q4	–	Sell	-11,016	Closed	-$382K	–	100
2017 Q3	$382K	Sell	11,016 -189	-2%	-$6K	0.25%	45
2017 Q2	$344K	Sell	11,205 -52	-0.5%	-$1.62K	0.24%	45
2017 Q1	$339K	Sell	11,257 -55	-0.5%	-$1.67K	0.23%	53
2016 Q4	$362K	Sell	11,312 -151	-1%	-$4.54K	0.2%	63
2016 Q3	$339K	Buy	+11,463	New	+$333K	0.21%	64

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RGT Wealth Advisors's BP Position: Q1 2022 in Review

RGT Wealth Advisors sold out of BP (BP) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

RGT Wealth Advisors first reported a position in BP in Q3 2016 and held it in 6 quarters. The position peaked at $382K in Q3 2017. 1,026 funds tracked by Wall St. Rank hold BP as of Q1 2022.

RGT Wealth Advisors reported no remaining BP position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 100 BP shares in Q1 2022, an estimated $3K.
RGT Wealth Advisors first reported a position in BP in Q3 2016 and held it in 6 quarters.
RGT Wealth Advisors's BP position peaked at $382K in Q3 2017.
1,026 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.