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Ahrens Investment Partners’s BP BP Stock Holding History

Ahrens Investment Partners’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
Q1 		$179K Buy
+4,714
New +$176K 0.09% 160
2022
Q4 		– Sell
-9,097
Closed -$260K – 178
2022
Q3 		$260K Sell
9,097
-631
-6% -$18.8K 0.14% 123
2022
Q2 		$276K Buy
9,728
+3,555
+58% +$109K 0.12% 129
2022
Q1 		$181K Buy
6,173
+1,115
+22% +$34K 0.06% 195
2021
Q4 		$135K Buy
+5,058
New +$140K 0.06% 242
2021
Q3 		– Sell
-7,818
Closed -$207K – 218
2021
Q2 		$207K Buy
+7,818
New +$205K 0.1% 211
2020
Q3 		– Sell
-10,035
Closed -$234K – 178
2020
Q2 		$234K Sell
10,035
-887
-8% -$21.3K 0.14% 126
2020
Q1 		$266K Sell
10,922
-5,171
-32% -$167K 0.19% 89
2019
Q4 		$607K Sell
16,093
-1,714
-10% -$65.1K 0.25% 72
2019
Q3 		$676K Sell
17,807
-14,994
-46% -$572K 0.3% 64
2019
Q2 		$1.34M Sell
32,801
-5,293
-14% -$222K 0.61% 38
2019
Q1 		$1.64M Buy
38,094
+3,412
+10% +$140K 0.75% 33
2018
Q4 		$1.27M Sell
34,682
-17,595
-34% -$702K 0.59% 41
2018
Q3 		$2.3M Buy
52,277
+4,536
+10% +$190K 0.86% 33
2018
Q2 		$2.05M Buy
47,741
+25,235
+112% +$1.06M 0.86% 31
2018
Q1 		$848K Buy
22,506
+5,027
+29% +$189K 0.37% 60
2017
Q4 		$672K Sell
17,479
-689
-4% -$25K 0.27% 66
2017
Q3 		$630K Sell
18,168
-6,054
-25% -$192K 0.27% 63
2017
Q2 		$744K Sell
24,222
-13,481
-36% -$419K 0.32% 61
2017
Q1 		$1.14M Sell
37,703
-1,428
-4% -$43.4K 0.55% 46
2016
Q4 		$1.25M Buy
+39,131
New +$1.18M 0.66% 41

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ahrens Investment Partners's BP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in BP (BP) in Q1 2023: 4,714 shares worth $179K. The stake represents 0.09% of the portfolio and ranks #160 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BP as recently as Q3 2022.

Ahrens Investment Partners first reported a position in BP in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.3M in Q3 2018. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

  • Ahrens Investment Partners held 4,714 shares of BP worth $179K as of Q1 2023.
  • BP was a new Ahrens Investment Partners position in Q1 2023.
  • BP made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #160 holding.
  • Ahrens Investment Partners first reported a position in BP in Q4 2016 and has held it in 21 quarters since.
  • Ahrens Investment Partners's BP position peaked at $2.3M in Q3 2018.
  • 1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.