Warther Private Wealth’s BP BP Stock Holding History

Warther Private Wealth’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	-11,105	Closed	-$314K	–	87
2022 Q2	$314K	Sell	11,105 -5,587	-33%	-$171K	0.23%	88
2022 Q1	$498K	Buy	+16,692	New	+$509K	0.32%	76

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

Warther Private Wealth's BP Position: Q3 2022 in Review

Warther Private Wealth sold out of BP (BP) in Q3 2022, closing a stake of 11,105 shares — an estimated $314K sold.

Warther Private Wealth first reported a position in BP in Q1 2022 and held it in 2 quarters. The position peaked at $498K in Q1 2022. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

Warther Private Wealth reported no remaining BP position as of Q3 2022 after selling out during the quarter.
Warther Private Wealth sold 11,105 BP shares in Q3 2022, an estimated $314K.
Warther Private Wealth first reported a position in BP in Q1 2022 and held it in 2 quarters.
Warther Private Wealth's BP position peaked at $498K in Q1 2022.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Warther Private Wealth's 13F filing for Q3 2022, filed 16 Nov 2022.