TFO Wealth Partners’s BP BP Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-265	Closed	-$8K	–	181
2022 Q2	$8K	Buy	+265	New	+$8.12K	﹤0.01%	150
2020 Q1	–	Sell	-400	Closed	-$15K	–	130
2019 Q4	$15K	Buy	+400	New	+$15.2K	0.01%	113

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFO Wealth Partners's BP Position: Q3 2022 in Review

TFO Wealth Partners sold out of BP (BP) in Q3 2022, closing a stake of 265 shares — an estimated $8K sold.

TFO Wealth Partners first reported a position in BP in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

TFO Wealth Partners reported no remaining BP position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 265 BP shares in Q3 2022, an estimated $8K.
TFO Wealth Partners first reported a position in BP in Q4 2019 and held it in 2 quarters.
TFO Wealth Partners's BP position peaked at $15K in Q4 2019.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.