Wipfli Financial Advisors’s BP BP Stock Holding History

Wipfli 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
2022 Q3	$250K	Buy	+8,766	New	+$261K	0.02%	380

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wipfli Financial Advisors's BP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BP (BP) in Q3 2022: 8,766 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

Wipfli Financial Advisors held 8,766 shares of BP worth $250K as of Q3 2022.
BP was a new Wipfli Financial Advisors position in Q3 2022.
BP made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #380 holding.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.