THWM
BP icon

Taylor Hoffman Wealth Management’s BP BP Stock Holding History

Taylor Hoffman Wealth Management’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
Q3 		– Sell
-1,161
Closed -$27K – 143
2020
Q2 		$27K Buy
+1,161
New +$27.9K 0.02% 237
2020
Q1 		– Sell
-1,156
Closed -$44K – 141
2019
Q4 		$44K Sell
1,156
-600
-34% -$22.8K 0.03% 218
2019
Q3 		$67K Sell
1,756
-30
-2% -$1.15K 0.05% 184
2019
Q2 		$73K Sell
1,786
-268
-13% -$11.2K 0.06% 173
2019
Q1 		$88K Buy
2,054
+242
+13% +$9.92K 0.07% 152
2018
Q4 		$67K Sell
1,812
-304
-14% -$12.1K 0.06% 154
2018
Q3 		$93K Sell
2,116
-28
-1% -$1.17K 0.07% 138
2018
Q2 		$92K Sell
2,144
-26
-1% -$1.09K 0.08% 132
2018
Q1 		$82K Sell
2,170
-30
-1% -$1.13K 0.08% 141
2017
Q4 		$85K Buy
+2,200
New +$79.7K 0.08% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Taylor Hoffman Wealth Management's BP Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of BP (BP) in Q3 2020, closing a stake of 1,161 shares — an estimated $27K sold.

Taylor Hoffman Wealth Management first reported a position in BP in Q4 2017 and held it in 10 quarters. The position peaked at $93K in Q3 2018. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining BP position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 1,161 BP shares in Q3 2020, an estimated $27K.
  • Taylor Hoffman Wealth Management first reported a position in BP in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's BP position peaked at $93K in Q3 2018.
  • 864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.