Sutton Wealth Advisors’s BP BP Stock Holding History

Sutton Wealth 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
2023 Q3	$21.6K	Hold	559	–	–	0.01%	350
2023 Q2	$19.7K	Buy	+559	New	+$20.7K	0.01%	355
2022 Q4	–	Sell	-2,115	Closed	-$60.4K	–	1666
2022 Q3	$60.4K	Buy	+2,115	New	+$62.9K	0.02%	339
2020 Q2	–	Sell	-7,423	Closed	-$181K	–	1216
2020 Q1	$181K	Hold	7,423	–	–	0.11%	137
2019 Q4	$280K	Hold	7,423	–	–	0.14%	115
2019 Q3	$282K	Sell	7,423 -125	-2%	-$4.77K	0.16%	111
2019 Q2	$310K	Hold	7,548	–	–	0.18%	100
2019 Q1	$325K	Sell	7,548 -111	-1%	-$4.55K	0.19%	96
2018 Q4	$281K	Sell	7,659 -116	-1%	-$4.63K	0.18%	97
2018 Q3	$342K	Sell	7,775 -234	-3%	-$9.79K	0.22%	81
2018 Q2	$344K	Sell	8,009 -529	-6%	-$22.2K	0.24%	69
2018 Q1	$322K	Sell	8,538 -128	-1%	-$4.82K	0.23%	74
2017 Q4	$333K	Sell	8,666 -131	-1%	-$4.75K	0.24%	74
2017 Q3	$305K	Sell	8,797 -151	-2%	-$4.8K	0.23%	78
2017 Q2	$275K	Buy	8,948 +7,216	+417%	+$225K	0.22%	78
2017 Q1	$52.1K	Sell	1,732 -31	-2%	-$942	0.04%	255
2016 Q4	$56.4K	Sell	1,763 -32	-2%	-$963	0.05%	246
2016 Q3	$53.1K	Hold	1,795	–	–	0.05%	246
2016 Q2	$53.6K	Hold	1,795	–	–	0.05%	239
2016 Q1	$45.6K	Buy	+1,795	New	+$45.3K	0.04%	261

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sutton Wealth Advisors's BP Position: Q3 2023 in Review

Sutton Wealth Advisors held its BP (BP) position steady in Q3 2023 at 559 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #350.

Sutton Wealth Advisors first reported a position in BP in Q1 2016 and has held it in 20 quarters since. The position peaked at $344K in Q2 2018. 1,137 funds tracked by Wall St. Rank hold BP as of Q3 2023.

Sutton Wealth Advisors held 559 shares of BP worth $21.6K as of Q3 2023.
Sutton Wealth Advisors left its BP share count unchanged in Q3 2023.
BP made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #350 holding.
Sutton Wealth Advisors first reported a position in BP in Q1 2016 and has held it in 20 quarters since.
Sutton Wealth Advisors's BP position peaked at $344K in Q2 2018.
1,137 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.