WRF
BP icon

Waddell & Reed Financial’s BP BP Stock Holding History

Waddell & Reed 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
2020
Q2 		– Sell
-410,185
Closed -$10M – 460
2020
Q1 		$10M Sell
410,185
-192,534
-32% -$6.23M 0.03% 350
2019
Q4 		$22.7M Sell
602,719
-131,887
-18% -$5.01M 0.06% 330
2019
Q3 		$27.9M Sell
734,606
-130,514
-15% -$4.98M 0.07% 283
2019
Q2 		$35.5M Sell
865,120
-134,973
-13% -$5.66M 0.09% 249
2019
Q1 		$43M Buy
1,000,093
+236,270
+31% +$9.68M 0.11% 230
2018
Q4 		$28.1M Buy
+763,823
New +$30.5M 0.08% 279

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Waddell & Reed Financial's BP Position: Q2 2020 in Review

Waddell & Reed Financial sold out of BP (BP) in Q2 2020, closing a stake of 410,185 shares — an estimated $10M sold.

Waddell & Reed Financial first reported a position in BP in Q4 2018 and held it in 6 quarters. The position peaked at $43M in Q1 2019. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

  • Waddell & Reed Financial reported no remaining BP position as of Q2 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 410,185 BP shares in Q2 2020, an estimated $10M.
  • Waddell & Reed Financial first reported a position in BP in Q4 2018 and held it in 6 quarters.
  • Waddell & Reed Financial's BP position peaked at $43M in Q1 2019.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.