Sage Private Wealth Group’s BP BP Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-295	Closed	-$8K	–	62
2022 Q3	$8K	Hold	295	–	–	0.01%	153
2022 Q2	$8K	Hold	295	–	–	0.01%	145
2022 Q1	$9K	Hold	295	–	–	0.01%	147
2021 Q4	$7K	Hold	295	–	–	0.01%	148
2021 Q3	$8K	Buy	+295	New	+$7.39K	0.01%	148
2021 Q2	–	Sell	-131	Closed	-$3K	–	162
2021 Q1	$3K	Buy	+131	New	+$3.15K	0.01%	158

Other funds holding BP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sage Private Wealth Group's BP Position: Q4 2022 in Review

Sage Private Wealth Group sold out of BP (BP) in Q4 2022, closing a stake of 295 shares — an estimated $8K sold.

Sage Private Wealth Group first reported a position in BP in Q1 2021 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Sage Private Wealth Group reported no remaining BP position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 295 BP shares in Q4 2022, an estimated $8K.
Sage Private Wealth Group first reported a position in BP in Q1 2021 and held it in 6 quarters.
Sage Private Wealth Group's BP position peaked at $9K in Q1 2022.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.