Stuart Chaussee & Associates’s BP BP Stock Holding History

Stuart Chaussee & Associates’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 Q3	–	Sell	-148	Closed	-$4K	–	146
2021 Q2	$4K	Hold	148	–	–	﹤0.01%	147
2021 Q1	$4K	Buy	+148	New	+$3.56K	﹤0.01%	183
2017 Q2	–	Sell	-358	Closed	-$11K	–	89
2017 Q1	$11K	Sell	358 -6	-2%	-$182	0.01%	58
2016 Q4	$12K	Sell	364 -7	-2%	-$211	0.01%	49
2016 Q3	$11K	Hold	371	–	–	0.01%	62
2016 Q2	$11K	Hold	371	–	–	0.01%	59
2016 Q1	$9K	Hold	371	–	–	0.01%	65
2015 Q4	$10K	Buy	+371	New	+$10.6K	0.01%	60

Other funds holding BP

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Stuart Chaussee & Associates's BP Position: Q3 2021 in Review

Stuart Chaussee & Associates sold out of BP (BP) in Q3 2021, closing a stake of 148 shares — an estimated $4K sold.

Stuart Chaussee & Associates first reported a position in BP in Q4 2015 and held it in 8 quarters. The position peaked at $12K in Q4 2016. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Stuart Chaussee & Associates reported no remaining BP position as of Q3 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 148 BP shares in Q3 2021, an estimated $4K.
Stuart Chaussee & Associates first reported a position in BP in Q4 2015 and held it in 8 quarters.
Stuart Chaussee & Associates's BP position peaked at $12K in Q4 2016.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.