Semmax Financial Advisors’s BP BP Stock Holding History

Semmax Financial Advisors’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	$4K	Buy	+114	New	+$3.79K	﹤0.01%	208
2022 Q1	–	Sell	-252	Closed	-$7K	–	283
2021 Q4	$7K	Hold	252	–	–	﹤0.01%	192
2021 Q3	$7K	Hold	252	–	–	﹤0.01%	181
2021 Q2	$7K	Hold	252	–	–	﹤0.01%	182
2021 Q1	$6K	Hold	252	–	–	﹤0.01%	200
2020 Q4	$5K	Sell	252 -116	-32%	-$2.19K	﹤0.01%	177
2020 Q3	$6K	Hold	368	–	–	﹤0.01%	164
2020 Q2	$9K	Hold	368	–	–	﹤0.01%	163
2020 Q1	$9K	Sell	368 -601	-62%	-$19.4K	0.01%	156
2019 Q4	$37K	Sell	969 -54	-5%	-$2.05K	0.02%	124
2019 Q3	$39K	Sell	1,023 -229	-18%	-$8.74K	0.02%	124
2019 Q2	$51K	Sell	1,252 -19,276	-94%	-$809K	0.03%	119
2019 Q1	$883K	Sell	20,528 -7,054	-26%	-$289K	0.61%	41
2018 Q4	$1.01M	Buy	+27,582	New	+$1.1M	0.79%	28

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

Semmax Financial Advisors's BP Position: Q4 2022 in Review

Semmax Financial Advisors opened a new position in BP (BP) in Q4 2022: 114 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in BP as recently as Q4 2021.

Semmax Financial Advisors first reported a position in BP in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2018. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Semmax Financial Advisors held 114 shares of BP worth $4K as of Q4 2022.
BP was a new Semmax Financial Advisors position in Q4 2022.
BP made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q4 2022, its #208 holding.
Semmax Financial Advisors first reported a position in BP in Q4 2018 and has held it in 14 quarters since.
Semmax Financial Advisors's BP position peaked at $1.01M in Q4 2018.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.