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Ategra Capital Management’s BP BP Stock Holding History

Ategra Capital Management’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
2020
Q1 		– Sell
-6,650
Closed -$251K – 82
2019
Q4 		$251K Hold
6,650
– – 0.21% 79
2019
Q3 		$253K Sell
6,650
-192
-3% -$7.33K 0.23% 81
2019
Q2 		$281K Sell
6,842
-703
-9% -$29.5K 0.26% 82
2019
Q1 		$324K Buy
+7,545
New +$309K 0.32% 71

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Ategra Capital Management's BP Position: Q1 2020 in Review

Ategra Capital Management sold out of BP (BP) in Q1 2020, closing a stake of 6,650 shares — an estimated $251K sold.

Ategra Capital Management first reported a position in BP in Q1 2019 and held it in 4 quarters. The position peaked at $324K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Ategra Capital Management reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Ategra Capital Management sold 6,650 BP shares in Q1 2020, an estimated $251K.
  • Ategra Capital Management first reported a position in BP in Q1 2019 and held it in 4 quarters.
  • Ategra Capital Management's BP position peaked at $324K in Q1 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Ategra Capital Management's 13F filing for Q1 2020, filed 14 Feb 2025.