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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Fisher Asset Management

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

Bank of America

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

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

Acadian Asset Management

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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