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Alterity Financial Group’s BP BP Stock Holding History

Alterity Financial Group’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
Q4 		$389K Hold
11,000
– – 0.56% 46
2023
Q3 		$426K Hold
11,000
– – 0.68% 42
2023
Q2 		$388K Hold
11,000
– – 0.56% 46
2023
Q1 		$417K Hold
11,000
– – 0.61% 44
2022
Q4 		$384K Hold
11,000
– – 0.62% 44
2022
Q3 		$314K Hold
11,000
– – 0.51% 53
2022
Q2 		$312K Buy
+11,000
New +$337K 0.46% 58
2021
Q4 		$293K Buy
+11,000
New +$305K 0.31% 78
2021
Q1 		$323K Buy
+11,000
New +$265K 0.39% 60

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alterity Financial Group's BP Position: Q4 2023 in Review

Alterity Financial Group held its BP (BP) position steady in Q4 2023 at 11,000 shares worth $389K. The position accounts for 0.56% of the portfolio, ranked #46.

Alterity Financial Group first reported a position in BP in Q1 2021 and has held it in 9 quarters since. The position peaked at $426K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Alterity Financial Group held 11,000 shares of BP worth $389K as of Q4 2023.
  • Alterity Financial Group left its BP share count unchanged in Q4 2023.
  • BP made up 0.56% of Alterity Financial Group's portfolio in Q4 2023, its #46 holding.
  • Alterity Financial Group first reported a position in BP in Q1 2021 and has held it in 9 quarters since.
  • Alterity Financial Group's BP position peaked at $426K in Q3 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.