Selective Wealth Management’s BP BP Stock Holding History

Selective Wealth Management’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	-4,271	Closed	-$122K	–	192
2022 Q3	$122K	Buy	4,271 +50	+1%	+$1.49K	0.05%	178
2022 Q2	$120K	Sell	4,221 -54	-1%	-$1.66K	0.04%	196
2022 Q1	$126K	Buy	4,275 +1,253	+41%	+$38.2K	0.05%	183
2021 Q4	$80K	Buy	3,022 +457	+18%	+$12.7K	0.03%	218
2021 Q3	$70K	Hold	2,565	–	–	0.04%	223
2021 Q2	$68K	Buy	2,565 +461	+22%	+$12.1K	0.05%	154
2021 Q1	$51K	Sell	2,104 -700	-25%	-$16.9K	0.05%	126
2020 Q4	$58K	Sell	2,804 -4,000	-59%	-$75.4K	0.04%	104
2020 Q3	$119K	Hold	6,804	–	–	0.09%	67
2020 Q2	$159K	Buy	6,804 +5,604	+467%	+$135K	0.13%	57
2020 Q1	$29K	Hold	1,200	–	–	0.05%	85
2019 Q4	$45K	Hold	1,200	–	–	0.05%	81
2019 Q3	$46K	Buy	+1,200	New	+$45.8K	0.06%	82
2018 Q3	$60K	Buy	+1,362	New	+$57K	0.72%	33

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

Selective Wealth Management's BP Position: Q4 2022 in Review

Selective Wealth Management sold out of BP (BP) in Q4 2022, closing a stake of 4,271 shares — an estimated $122K sold.

Selective Wealth Management first reported a position in BP in Q3 2018 and held it in 14 quarters. The position peaked at $159K in Q2 2020. 1,104 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Selective Wealth Management reported no remaining BP position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,271 BP shares in Q4 2022, an estimated $122K.
Selective Wealth Management first reported a position in BP in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's BP position peaked at $159K in Q2 2020.
1,104 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.