Acorn Creek Capital’s BP BP Stock Holding History

Acorn Creek Capital’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
2024 Q3	–	Sell	-5,558	Closed	-$201K	–	76
2024 Q2	$201K	Sell	5,558 -150	-3%	-$5.62K	0.12%	62
2024 Q1	$215K	Sell	5,708 -90	-2%	-$3.23K	0.14%	65
2023 Q4	$205K	Buy	+5,798	New	+$212K	0.09%	76

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Acorn Creek Capital's BP Position: Q3 2024 in Review

Acorn Creek Capital sold out of BP (BP) in Q3 2024, closing a stake of 5,558 shares — an estimated $201K sold.

Acorn Creek Capital first reported a position in BP in Q4 2023 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Acorn Creek Capital reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Acorn Creek Capital sold 5,558 BP shares in Q3 2024, an estimated $201K.
Acorn Creek Capital first reported a position in BP in Q4 2023 and held it in 3 quarters.
Acorn Creek Capital's BP position peaked at $215K in Q1 2024.
1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Acorn Creek Capital's 13F filing for Q3 2024, filed 15 Oct 2024.