Wealth Advisors of Iowa’s BP BP Stock Holding History

Wealth Advisors of Iowa’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	-13,841	Closed	-$407K	–	58
2022 Q2	$407K	Hold	13,841	–	–	0.07%	60
2022 Q1	$407K	Buy	13,841 +5,450	+65%	+$166K	0.2%	39
2021 Q4	$223K	Sell	8,391 -2,628	-24%	-$72.9K	0.12%	55
2021 Q3	$301K	Buy	11,019 +1,803	+20%	+$45.2K	0.16%	44
2021 Q2	$244K	Buy	9,216 +202	+2%	+$5.3K	0.13%	45
2021 Q1	$219K	Buy	+9,014	New	+$217K	0.12%	49

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

Wealth Advisors of Iowa's BP Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of BP (BP) in Q3 2022, closing a stake of 13,841 shares — an estimated $407K sold.

Wealth Advisors of Iowa first reported a position in BP in Q1 2021 and held it in 6 quarters. The position peaked at $407K in Q2 2022. 1,001 funds tracked by Wall St. Rank hold BP as of Q3 2022.

Wealth Advisors of Iowa reported no remaining BP position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 13,841 BP shares in Q3 2022, an estimated $407K.
Wealth Advisors of Iowa first reported a position in BP in Q1 2021 and held it in 6 quarters.
Wealth Advisors of Iowa's BP position peaked at $407K in Q2 2022.
1,001 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.