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Safeguard Investment Advisory Group’s BP BP Stock Holding History

Safeguard Investment Advisory Group’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
-1,740
Closed -$35K – 161
2020
Q4 		$35K Buy
+1,740
New +$32.8K 0.03% 237

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Safeguard Investment Advisory Group's BP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of BP (BP) in Q1 2021, closing a stake of 1,740 shares — an estimated $35K sold.

Safeguard Investment Advisory Group first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining BP position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,740 BP shares in Q1 2021, an estimated $35K.
  • Safeguard Investment Advisory Group first reported a position in BP in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's BP position peaked at $35K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.