Wealth Advisory Solutions’s BP BP Stock Holding History

Wealth Advisory Solutions’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
2021 Q2	–	Sell	-71,830	Closed	-$1.75M	–	171
2021 Q1	$1.75M	Buy	+71,830	New	+$1.73M	1.31%	24
2020 Q3	–	Sell	-13,123	Closed	-$306K	–	180
2020 Q2	$306K	Hold	13,123	–	–	0.09%	141
2020 Q1	$320K	Buy	13,123 +1,750	+15%	+$56.6K	0.11%	126
2019 Q4	$429K	Buy	+11,373	New	+$432K	0.11%	129

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealth Advisory Solutions's BP Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of BP (BP) in Q2 2021, closing a stake of 71,830 shares — an estimated $1.75M sold.

Wealth Advisory Solutions first reported a position in BP in Q4 2019 and held it in 4 quarters. The position peaked at $1.75M in Q1 2021. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Wealth Advisory Solutions reported no remaining BP position as of Q2 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 71,830 BP shares in Q2 2021, an estimated $1.75M.
Wealth Advisory Solutions first reported a position in BP in Q4 2019 and held it in 4 quarters.
Wealth Advisory Solutions's BP position peaked at $1.75M in Q1 2021.
980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.