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Sterling Financial Planning’s BP BP Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2,894
Closed -$79K – 139
2021
Q3 		$79K Buy
2,894
+2,000
+224% +$50.1K 0.05% 144
2021
Q2 		$24K Sell
894
-261
-23% -$6.84K 0.02% 238
2021
Q1 		$28K Hold
1,155
– – 0.02% 202
2020
Q4 		$24K Buy
+1,155
New +$21.8K 0.02% 199

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's BP Position: Q4 2021 in Review

Sterling Financial Planning sold out of BP (BP) in Q4 2021, closing a stake of 2,894 shares — an estimated $79K sold.

Sterling Financial Planning first reported a position in BP in Q4 2020 and held it in 4 quarters. The position peaked at $79K in Q3 2021. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Sterling Financial Planning reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,894 BP shares in Q4 2021, an estimated $79K.
  • Sterling Financial Planning first reported a position in BP in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's BP position peaked at $79K in Q3 2021.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.