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Wealthstreet Investment Advisors’s BP BP Stock Holding History

Wealthstreet Investment Advisors’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
-8,909
Closed -$217K – 116
2021
Q1 		$217K Sell
8,909
-1,170
-12% -$28.2K 0.02% 342
2020
Q4 		$207K Sell
10,079
-1,160
-10% -$21.9K 0.02% 338
2020
Q3 		$196K Sell
11,239
-1,250
-10% -$27.1K 0.02% 323
2020
Q2 		$291K Buy
12,489
+520
+4% +$12.5K 0.04% 276
2020
Q1 		$292K Sell
11,969
-7,432
-38% -$240K 0.04% 247
2019
Q4 		$732K Sell
19,401
-450
-2% -$17.1K 0.09% 189
2019
Q3 		$753K Sell
19,851
-3,385
-15% -$129K 0.1% 171
2019
Q2 		$953K Sell
23,236
-585
-2% -$24.5K 0.12% 151
2019
Q1 		$1.02M Sell
23,821
-1,381
-5% -$56.6K 0.14% 141
2018
Q4 		$967K Sell
25,202
-4,581
-15% -$183K 0.14% 140
2018
Q3 		$1.31M Sell
29,783
-801
-3% -$33.5K 0.16% 131
2018
Q2 		$1.31M Sell
30,584
-611
-2% -$25.7K 0.17% 127
2018
Q1 		$1.18M Sell
31,195
-361
-1% -$13.6K 0.15% 141
2017
Q4 		$1.21M Buy
+31,556
New +$1.14M 0.15% 142

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's BP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of BP (BP) in Q2 2021, closing a stake of 8,909 shares — an estimated $217K sold.

Wealthstreet Investment Advisors first reported a position in BP in Q4 2017 and held it in 14 quarters. The position peaked at $1.31M in Q2 2018. 981 funds tracked by Wall St. Rank hold BP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining BP position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,909 BP shares in Q2 2021, an estimated $217K.
  • Wealthstreet Investment Advisors first reported a position in BP in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's BP position peaked at $1.31M in Q2 2018.
  • 981 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.