VitalStone Financial’s BP BP Stock Holding History

VitalStone Financial’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 Q2	–	Sell	-652	Closed	-$17K	–	921
2023 Q1	$17K	Buy	+652	New	+$24.4K	0.01%	177

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

VitalStone Financial's BP Position: Q2 2023 in Review

VitalStone Financial sold out of BP (BP) in Q2 2023, closing a stake of 652 shares — an estimated $17K sold.

VitalStone Financial first reported a position in BP in Q1 2023 and held it in 1 quarter. The position peaked at $17K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

VitalStone Financial reported no remaining BP position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 652 BP shares in Q2 2023, an estimated $17K.
VitalStone Financial first reported a position in BP in Q1 2023 and held it in 1 quarter.
VitalStone Financial's BP position peaked at $17K in Q1 2023.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.