WAM
BP icon

Wealthspire Advisors (Maryland)’s BP BP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-8,518
Closed -$321K – 438
2019
Q4 		$321K Sell
8,518
-1,805
-17% -$68.5K 0.02% 362
2019
Q3 		$392K Buy
10,323
+2,546
+33% +$97.1K 0.03% 297
2019
Q2 		$319K Sell
7,777
-687
-8% -$28.8K 0.02% 338
2019
Q1 		$364K Sell
8,464
-874
-9% -$35.8K 0.03% 313
2018
Q4 		$343K Buy
9,338
+899
+11% +$35.9K 0.03% 293
2018
Q3 		$371K Sell
8,439
-379
-4% -$15.8K 0.03% 306
2018
Q2 		$379K Sell
8,818
-1,543
-15% -$64.8K 0.03% 299
2018
Q1 		$390K Sell
10,361
-1,194
-10% -$45K 0.04% 298
2017
Q4 		$445K Sell
11,555
-768
-6% -$27.8K 0.04% 283
2017
Q3 		$427K Buy
12,323
+1,034
+9% +$32.8K 0.05% 267
2017
Q2 		$347K Buy
11,289
+5,460
+94% +$170K 0.04% 314
2017
Q1 		$175K Buy
5,829
+1,336
+30% +$40.6K 0.02% 435
2016
Q4 		$144K Buy
4,493
+440
+11% +$13.2K 0.02% 470
2016
Q3 		$120K Sell
4,053
-1,160
-22% -$33.7K 0.02% 521
2016
Q2 		$156K Sell
5,213
-1,197
-19% -$32.3K 0.03% 431
2016
Q1 		$163K Buy
6,410
+2,631
+70% +$66.4K 0.03% 408
2015
Q4 		$99K Buy
+3,779
New +$107K 0.02% 523

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BP Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of BP (BP) in Q1 2020, closing a stake of 8,518 shares — an estimated $321K sold.

Wealthspire Advisors (Maryland) first reported a position in BP in Q4 2015 and held it in 17 quarters. The position peaked at $445K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,518 BP shares in Q1 2020, an estimated $321K.
  • Wealthspire Advisors (Maryland) first reported a position in BP in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s BP position peaked at $445K in Q4 2017.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.