Advisory Alpha’s BP BP Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-6,411	Closed	-$201K	–	438
2024 Q3	$201K	Buy	6,411 +289	+5%	+$9.78K	0.01%	412
2024 Q2	$221K	Sell	6,122 -166	-3%	-$6.22K	0.01%	356
2024 Q1	$237K	Sell	6,288 -995	-14%	-$35.7K	0.01%	348
2023 Q4	$258K	Buy	7,283 +613	+9%	+$22.4K	0.01%	289
2023 Q3	$258K	Sell	6,670 -619	-8%	-$23K	0.01%	257
2023 Q2	$257K	Buy	+7,289	New	+$270K	0.01%	276
2020 Q4	–	Sell	-1,068	Closed	-$18K	–	173
2020 Q3	$18K	Buy	+1,068	New	+$23.1K	﹤0.01%	340

Other funds holding BP

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

Norges Bank Oslo, Norway $935B AUM

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Advisory Alpha's BP Position: Q4 2024 in Review

Advisory Alpha sold out of BP (BP) in Q4 2024, closing a stake of 6,411 shares — an estimated $201K sold.

Advisory Alpha first reported a position in BP in Q3 2020 and held it in 7 quarters. The position peaked at $258K in Q3 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Advisory Alpha reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Advisory Alpha sold 6,411 BP shares in Q4 2024, an estimated $201K.
Advisory Alpha first reported a position in BP in Q3 2020 and held it in 7 quarters.
Advisory Alpha's BP position peaked at $258K in Q3 2023.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.