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West Financial Advisors’s BP BP Stock Holding History

West Financial 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
2023
Q2 		– Sell
-148
Closed -$5.62K – 188
2023
Q1 		$5.62K Hold
148
– – ﹤0.01% 127
2022
Q4 		$5.17K Hold
148
– – ﹤0.01% 125
2022
Q3 		$4K Hold
148
– – ﹤0.01% 152
2022
Q2 		$4K Hold
148
– – ﹤0.01% 139
2022
Q1 		$4K Hold
148
– – ﹤0.01% 168
2021
Q4 		$4K Hold
148
– – ﹤0.01% 160
2021
Q3 		$4K Hold
148
– – ﹤0.01% 134
2021
Q2 		$4K Hold
148
– – ﹤0.01% 131
2021
Q1 		$4K Hold
148
– – ﹤0.01% 131
2020
Q4 		$3K Buy
+148
New +$2.79K ﹤0.01% 135

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Financial Advisors's BP Position: Q2 2023 in Review

West Financial Advisors sold out of BP (BP) in Q2 2023, closing a stake of 148 shares — an estimated $5.62K sold.

West Financial Advisors first reported a position in BP in Q4 2020 and held it in 10 quarters. The position peaked at $5.62K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

  • West Financial Advisors reported no remaining BP position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 148 BP shares in Q2 2023, an estimated $5.62K.
  • West Financial Advisors first reported a position in BP in Q4 2020 and held it in 10 quarters.
  • West Financial Advisors's BP position peaked at $5.62K in Q1 2023.
  • 1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.