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Sandbox Financial Partners’s BP BP Stock Holding History

Sandbox Financial Partners’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
2023
Q3 		– Sell
-8,010
Closed -$283K – 89
2023
Q2 		$283K Hold
8,010
– – 0.15% 75
2023
Q1 		$304K Sell
8,010
-295
-4% -$11K 0.18% 67
2022
Q4 		$290K Sell
8,305
-850
-9% -$28.3K 0.2% 60
2022
Q3 		$261K Hold
9,155
– – 0.19% 64
2022
Q2 		$260K Sell
9,155
-185
-2% -$5.67K 0.19% 68
2022
Q1 		$275K Buy
9,340
+1,000
+12% +$30.5K 0.16% 71
2021
Q4 		$222K Hold
8,340
– – 0.14% 87
2021
Q3 		$228K Hold
8,340
– – 0.16% 80
2021
Q2 		$220K Hold
8,340
– – 0.16% 80
2021
Q1 		$209K Buy
+8,340
New +$201K 0.17% 73

Other funds holding BP

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Arrowstreet Capital
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sandbox Financial Partners's BP Position: Q3 2023 in Review

Sandbox Financial Partners sold out of BP (BP) in Q3 2023, closing a stake of 8,010 shares — an estimated $283K sold.

Sandbox Financial Partners first reported a position in BP in Q1 2021 and held it in 10 quarters. The position peaked at $304K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Sandbox Financial Partners reported no remaining BP position as of Q3 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 8,010 BP shares in Q3 2023, an estimated $283K.
  • Sandbox Financial Partners first reported a position in BP in Q1 2021 and held it in 10 quarters.
  • Sandbox Financial Partners's BP position peaked at $304K in Q1 2023.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Sandbox Financial Partners's 13F filing for Q3 2023, filed 10 Oct 2023.