Wealth Effects’s BP BP Stock Holding History

Wealth Effects’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 Q1	–	Sell	-5,728	Closed	-$200K	–	200
2022 Q4	$200K	Buy	+5,728	New	+$191K	0.11%	168

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealth Effects's BP Position: Q1 2023 in Review

Wealth Effects sold out of BP (BP) in Q1 2023, closing a stake of 5,728 shares — an estimated $200K sold.

Wealth Effects first reported a position in BP in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Wealth Effects reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Wealth Effects sold 5,728 BP shares in Q1 2023, an estimated $200K.
Wealth Effects first reported a position in BP in Q4 2022 and held it in 1 quarter.
Wealth Effects's BP position peaked at $200K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Wealth Effects's 13F filing for Q1 2023, filed 4 May 2023.