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Simon Quick Advisors’s BP BP Stock Holding History

Simon Quick 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
Q2 		– Sell
-215
Closed -$6K – 203
2022
Q1 		$6K Hold
215
– – ﹤0.01% 314
2021
Q4 		$6K Hold
215
– – ﹤0.01% 326
2021
Q3 		$5K Sell
215
-793
-79% -$19.9K ﹤0.01% 376
2021
Q2 		$26K Buy
1,008
+789
+360% +$20.7K 0.01% 316
2021
Q1 		$5K Sell
219
-57
-21% -$1.37K ﹤0.01% 414
2020
Q4 		$6K Buy
276
+219
+384% +$4.13K ﹤0.01% 392
2020
Q3 		$1K Hold
57
– – ﹤0.01% 420
2020
Q2 		$1K Hold
57
– – ﹤0.01% 428
2020
Q1 		$1K Sell
57
-50
-47% -$1.62K ﹤0.01% 439
2019
Q4 		$4K Hold
107
– – ﹤0.01% 503
2019
Q3 		$4K Sell
107
-443
-81% -$16.9K ﹤0.01% 313
2019
Q2 		$22.6K Buy
550
+128
+30% +$5.37K 0.01% 171
2019
Q1 		$18K Sell
422
-243
-37% -$9.96K 0.01% 313
2018
Q4 		$24K Buy
665
+553
+494% +$22.1K 0.01% 239
2018
Q3 		$5K Sell
112
-2
-2% -$84 ﹤0.01% 257
2018
Q2 		$4K Sell
114
-1
-0.9% -$42 ﹤0.01% 298
2018
Q1 		$4K Sell
115
-2
-2% -$75 ﹤0.01% 266
2017
Q4 		$5K Sell
117
-1,106
-90% -$40.1K ﹤0.01% 363
2017
Q3 		$42K Sell
1,223
-21
-2% -$667 0.02% 293
2017
Q2 		$38K Sell
1,244
-25
-2% -$778 0.02% 138
2017
Q1 		$38K Buy
1,269
+1,264
+25,280% +$38.4K 0.02% 172
2016
Q4 		$1K Buy
+5
New +$150 ﹤0.01% 225

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simon Quick Advisors's BP Position: Q2 2022 in Review

Simon Quick Advisors sold out of BP (BP) in Q2 2022, closing a stake of 215 shares — an estimated $6K sold.

Simon Quick Advisors first reported a position in BP in Q4 2016 and held it in 22 quarters. The position peaked at $42K in Q3 2017. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

  • Simon Quick Advisors reported no remaining BP position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 215 BP shares in Q2 2022, an estimated $6K.
  • Simon Quick Advisors first reported a position in BP in Q4 2016 and held it in 22 quarters.
  • Simon Quick Advisors's BP position peaked at $42K in Q3 2017.
  • 1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.