RPg Family Wealth Advisory’s BP BP Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-1,581	Closed	-$46.5K	–	104
2022 Q1	$46.5K	Hold	1,581	–	–	0.02%	158
2021 Q4	$42.1K	Hold	1,581	–	–	0.02%	174
2021 Q3	$43.2K	Hold	1,581	–	–	0.02%	177
2021 Q2	$41.8K	Buy	+1,581	New	+$41.5K	0.02%	183
2020 Q4	$32.4K	Hold	1,581	–	–	0.02%	188
2020 Q3	$27.6K	Hold	1,581	–	–	0.01%	198
2020 Q2	$36.9K	Hold	1,581	–	–	0.02%	173
2020 Q1	$38.6K	Hold	1,581	–	–	0.03%	153
2019 Q4	$59.7K	Sell	1,581 -200	-11%	-$7.59K	0.03%	155
2019 Q3	$67.7K	Sell	1,781 -30	-2%	-$1.15K	0.04%	145
2019 Q2	$74.3K	Hold	1,811	–	–	0.04%	136
2019 Q1	$77.9K	Sell	1,811 -27	-1%	-$1.11K	0.05%	134
2018 Q4	$67.5K	Sell	1,838 -27	-1%	-$1.08K	0.07%	93
2018 Q3	$82.1K	Sell	1,865 -27	-1%	-$1.13K	0.06%	88
2018 Q2	$81.3K	Buy	1,892 +937	+98%	+$39.4K	0.06%	87
2018 Q1	$36K	Buy	955 +17	+2%	+$640	0.03%	151
2017 Q4	$36.1K	Sell	938 -15	-2%	-$543	0.03%	160
2017 Q3	$33K	Sell	953 -2,363	-71%	-$75.1K	0.03%	176
2017 Q2	$102K	Buy	3,316 +174	+6%	+$5.41K	0.09%	71
2017 Q1	$94.6K	Buy	3,142 +118	+4%	+$3.59K	0.08%	77
2016 Q4	$96.9K	Sell	3,024 -91	-3%	-$2.74K	0.08%	82
2016 Q3	$92.2K	Buy	3,115 +376	+14%	+$10.9K	0.07%	82
2016 Q2	$81.8K	Buy	2,739 +184	+7%	+$4.96K	0.04%	96
2016 Q1	$64.9K	Buy	+2,555	New	+$64.5K	0.05%	112

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RPg Family Wealth Advisory's BP Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of BP (BP) in Q2 2022, closing a stake of 1,581 shares — an estimated $46.5K sold.

RPg Family Wealth Advisory first reported a position in BP in Q1 2016 and held it in 24 quarters. The position peaked at $102K in Q2 2017. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

RPg Family Wealth Advisory reported no remaining BP position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,581 BP shares in Q2 2022, an estimated $46.5K.
RPg Family Wealth Advisory first reported a position in BP in Q1 2016 and held it in 24 quarters.
RPg Family Wealth Advisory's BP position peaked at $102K in Q2 2017.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.