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Sound View Wealth Advisors Group’s BP BP Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		– Sell
-6,813
Closed -$257K – 218
2019
Q4 		$257K Buy
+6,813
New +$259K 0.07% 210
2019
Q3 		– Sell
-7,640
Closed -$313K – 239
2019
Q2 		$313K Buy
+7,640
New +$320K 0.09% 187

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Sound View Wealth Advisors Group's BP Position: Q1 2020 in Review

Sound View Wealth Advisors Group sold out of BP (BP) in Q1 2020, closing a stake of 6,813 shares — an estimated $257K sold.

Sound View Wealth Advisors Group first reported a position in BP in Q2 2019 and held it in 2 quarters. The position peaked at $313K in Q2 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Sound View Wealth Advisors Group reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 6,813 BP shares in Q1 2020, an estimated $257K.
  • Sound View Wealth Advisors Group first reported a position in BP in Q2 2019 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's BP position peaked at $313K in Q2 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2020, filed 12 May 2020.