Aurora Private Wealth’s BP BP Stock Holding History

Aurora Private Wealth’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	-5,505	Closed	-$209K	–	145
2024 Q1	$209K	Sell	5,505 -3,824	-41%	-$137K	0.18%	145
2023 Q4	$330K	Buy	+9,329	New	+$342K	0.31%	85
2020 Q1	–	Sell	-7,135	Closed	-$269K	–	245
2019 Q4	$269K	Buy	+7,135	New	+$271K	0.1%	154

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

Aurora Private Wealth's BP Position: Q2 2024 in Review

Aurora Private Wealth sold out of BP (BP) in Q2 2024, closing a stake of 5,505 shares — an estimated $209K sold.

Aurora Private Wealth first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $330K in Q4 2023. 1,175 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Aurora Private Wealth reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Aurora Private Wealth sold 5,505 BP shares in Q2 2024, an estimated $209K.
Aurora Private Wealth first reported a position in BP in Q4 2019 and held it in 3 quarters.
Aurora Private Wealth's BP position peaked at $330K in Q4 2023.
1,175 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Aurora Private Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.