AlphaQ Advisors’s BP BP Stock Holding History

AlphaQ 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 Q2	–	Sell	-7,853	Closed	-$296K	–	54
2024 Q1	$296K	Sell	7,853 -1,429	-15%	-$51.2K	0.18%	122
2023 Q4	$329K	Buy	9,282 +888	+11%	+$32.5K	0.23%	110
2023 Q3	$325K	Sell	8,394 -927	-10%	-$34.4K	0.28%	102
2023 Q2	$329K	Sell	9,321 -21	-0.2%	-$777	0.24%	116
2023 Q1	$354K	Buy	+9,342	New	+$349K	0.3%	97

Other funds holding BP

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AlphaQ Advisors's BP Position: Q2 2024 in Review

AlphaQ Advisors sold out of BP (BP) in Q2 2024, closing a stake of 7,853 shares — an estimated $296K sold.

AlphaQ Advisors first reported a position in BP in Q1 2023 and held it in 5 quarters. The position peaked at $354K in Q1 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

AlphaQ Advisors reported no remaining BP position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 7,853 BP shares in Q2 2024, an estimated $296K.
AlphaQ Advisors first reported a position in BP in Q1 2023 and held it in 5 quarters.
AlphaQ Advisors's BP position peaked at $354K in Q1 2023.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.