Wealth Quarterback’s BP BP Stock Holding History

Wealth Quarterback’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 Q3	$13K	Buy	476 +6	+1%	+$150	0.01%	418
2021 Q2	$13K	Buy	+470	New	+$12.3K	0.01%	411
2020 Q2	–	Sell	-1,974	Closed	-$48.2K	–	187
2020 Q1	$48.2K	Sell	1,974 -9,899	-83%	-$320K	0.04%	231
2019 Q4	$99.2K	Buy	+11,873	New	+$451K	0.09%	160

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

MMH

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

Wealth Quarterback's BP Position: Q3 2021 in Review

Wealth Quarterback increased its BP (BP) stake by 1.3% in Q3 2021, buying an estimated $150 and bringing the position to 476 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #418.

Wealth Quarterback first reported a position in BP in Q4 2019 and has held it in 4 quarters since. The position peaked at $99.2K in Q4 2019. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Wealth Quarterback held 476 shares of BP worth $13K as of Q3 2021.
Wealth Quarterback bought 6 BP shares in Q3 2021, an estimated $150.
BP made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #418 holding.
Wealth Quarterback first reported a position in BP in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's BP position peaked at $99.2K in Q4 2019.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.