V Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $277K | Sell |
7,149
-8,880
| -55% | -$330K | 0.22% | 87 |
|
|
2023
Q2 | $566K | Sell |
16,029
-446
| -3% | -$16.5K | 0.09% | 185 |
|
|
2023
Q1 | $625K | Sell |
16,475
-183
| -1% | -$6.84K | 0.12% | 168 |
|
|
2022
Q4 | $582K | Sell |
16,658
-2,130
| -11% | -$70.9K | 0.12% | 170 |
|
|
2022
Q3 | $537K | Sell |
18,788
-190
| -1% | -$5.65K | 0.11% | 187 |
|
|
2022
Q2 | $538K | Buy |
18,978
+100
| +0.5% | +$3.06K | 0.1% | 210 |
|
|
2022
Q1 | $555K | Sell |
18,878
-443
| -2% | -$13.5K | 0.09% | 227 |
|
|
2021
Q4 | $515K | Buy |
19,321
+494
| +3% | +$13.7K | 0.08% | 248 |
|
|
2021
Q3 | $514K | Buy |
18,827
+1,916
| +11% | +$48K | 0.08% | 263 |
|
|
2021
Q2 | $450K | Buy |
16,911
+394
| +2% | +$10.3K | 0.07% | 296 |
|
|
2021
Q1 | $402K | Sell |
16,517
-368
| -2% | -$8.86K | 0.07% | 291 |
|
|
2020
Q4 | $346K | Buy |
+16,885
| New | +$318K | 0.07% | 286 |
|
|
2020
Q3 | – | Sell |
-13,649
| Closed | -$318K | – | 186 |
|
|
2020
Q2 | $318K | Sell |
13,649
-6,771
| -33% | -$163K | 0.08% | 259 |
|
|
2020
Q1 | $498K | Sell |
20,420
-1,717
| -8% | -$55.5K | 0.16% | 152 |
|
|
2019
Q4 | $841K | Hold |
22,137
| – | – | 0.3% | 88 |
|
|
2019
Q3 | $841K | Buy |
22,137
+1,252
| +6% | +$47.8K | 0.3% | 88 |
|
|
2019
Q2 | $850K | Sell |
20,885
-272
| -1% | -$11.4K | 0.32% | 84 |
|
|
2019
Q1 | $922K | Buy |
21,157
+725
| +4% | +$29.7K | 0.37% | 74 |
|
|
2018
Q4 | $788K | Buy |
20,432
+2,267
| +12% | +$90.5K | 0.4% | 67 |
|
|
2018
Q3 | $812K | Buy |
+18,165
| New | +$760K | 0.38% | 73 |
|
|
2018
Q2 | – | Sell |
-18,960
| Closed | -$700K | – | 214 |
|
|
2018
Q1 | $700K | Buy |
18,960
+78
| +0.4% | +$2.94K | 0.37% | 74 |
|
|
2017
Q4 | $727K | Sell |
18,882
-179
| -0.9% | -$6.48K | 0.37% | 70 |
|
|
2017
Q3 | $666K | Sell |
19,061
-579
| -3% | -$18.4K | 0.34% | 68 |
|
|
2017
Q2 | $601K | Sell |
19,640
-3,917
| -17% | -$122K | 0.28% | 79 |
|
|
2017
Q1 | $705K | Buy |
23,557
+4,209
| +22% | +$128K | 0.43% | 69 |
|
|
2016
Q4 | $625K | Sell |
19,348
-3,227
| -14% | -$97.1K | 0.46% | 69 |
|
|
2016
Q3 | $678K | Buy |
22,575
+343
| +2% | +$9.95K | 0.55% | 60 |
|
|
2016
Q2 | $669K | Buy |
22,232
+69
| +0.3% | +$1.86K | 0.55% | 63 |
|
|
2016
Q1 | $574K | Buy |
+22,163
| New | +$559K | 0.46% | 68 |
|
Other funds holding BP
V Wealth Advisors's BP Position: Q3 2023 in Review
V Wealth Advisors reduced its BP (BP) stake by 55% in Q3 2023, selling an estimated $330K and leaving 7,149 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #87.
V Wealth Advisors first reported a position in BP in Q1 2016 and has held it in 29 quarters since. The position peaked at $922K in Q1 2019. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.
- V Wealth Advisors held 7,149 shares of BP worth $277K as of Q3 2023.
- V Wealth Advisors sold 8,880 BP shares in Q3 2023, an estimated $330K.
- BP made up 0.22% of V Wealth Advisors's portfolio in Q3 2023, its #87 holding.
- V Wealth Advisors first reported a position in BP in Q1 2016 and has held it in 29 quarters since.
- V Wealth Advisors's BP position peaked at $922K in Q1 2019.
- 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.