AIA
BP icon

Alera Investment Advisors’s BP BP Stock Holding History

Alera Investment 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
2024
Q3 		$343K Sell
10,914
-751
-6% -$25.4K 0.04% 191
2024
Q2 		$421K Buy
+11,665
New +$437K 0.05% 151
2019
Q2 		– Sell
-1,046
Closed -$45K – 204
2019
Q1 		$45K Sell
1,046
-414
-28% -$17K 0.02% 175
2018
Q4 		$54K Buy
+1,460
New +$58.3K 0.03% 166

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Alera Investment Advisors's BP Position: Q3 2024 in Review

Alera Investment Advisors reduced its BP (BP) stake by 6.4% in Q3 2024, selling an estimated $25.4K and leaving 10,914 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #191.

Alera Investment Advisors first reported a position in BP in Q4 2018 and has held it in 4 quarters since. The position peaked at $421K in Q2 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Alera Investment Advisors held 10,914 shares of BP worth $343K as of Q3 2024.
  • Alera Investment Advisors sold 751 BP shares in Q3 2024, an estimated $25.4K.
  • BP made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #191 holding.
  • Alera Investment Advisors first reported a position in BP in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's BP position peaked at $421K in Q2 2024.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.