Whelan Financial’s BP BP Stock Holding History

Whelan Financial’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
2022 Q1	–	Sell	-8,684	Closed	-$231K	–	23
2021 Q4	$231K	Hold	8,684	–	–	0.14%	16
2021 Q3	$237K	Buy	+8,684	New	+$218K	0.22%	15

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Whelan Financial's BP Position: Q1 2022 in Review

Whelan Financial sold out of BP (BP) in Q1 2022, closing a stake of 8,684 shares — an estimated $231K sold.

Whelan Financial first reported a position in BP in Q3 2021 and held it in 2 quarters. The position peaked at $237K in Q3 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Whelan Financial reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Whelan Financial sold 8,684 BP shares in Q1 2022, an estimated $231K.
Whelan Financial first reported a position in BP in Q3 2021 and held it in 2 quarters.
Whelan Financial's BP position peaked at $237K in Q3 2021.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Whelan Financial's 13F filing for Q1 2022, filed 19 Apr 2022.