SkyOak Wealth’s BP BP Stock Holding History

SkyOak Wealth’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
2020 Q4	–	Sell	-12,185	Closed	-$213K	–	219
2020 Q3	$213K	Sell	12,185 -315	-3%	-$6.82K	0.08%	183
2020 Q2	$292K	Hold	12,500	–	–	0.11%	184
2020 Q1	$305K	Sell	12,500 -200	-2%	-$6.47K	0.16%	152
2019 Q4	$479K	Buy	+12,700	New	+$482K	0.15%	163

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SkyOak Wealth's BP Position: Q4 2020 in Review

SkyOak Wealth sold out of BP (BP) in Q4 2020, closing a stake of 12,185 shares — an estimated $213K sold.

SkyOak Wealth first reported a position in BP in Q4 2019 and held it in 4 quarters. The position peaked at $479K in Q4 2019. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

SkyOak Wealth reported no remaining BP position as of Q4 2020 after selling out during the quarter.
SkyOak Wealth sold 12,185 BP shares in Q4 2020, an estimated $213K.
SkyOak Wealth first reported a position in BP in Q4 2019 and held it in 4 quarters.
SkyOak Wealth's BP position peaked at $479K in Q4 2019.
865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on SkyOak Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.