Autus Asset Management’s BP BP Stock Holding History

Autus Asset 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
2022 Q4	$437K	Hold	12,501	–	–	0.08%	111
2022 Q3	$357K	Buy	+12,501	New	+$372K	0.07%	111
2020 Q1	–	Sell	-6,741	Closed	-$255K	–	137
2019 Q4	$255K	Hold	6,741	–	–	0.04%	142
2019 Q3	$256K	Sell	6,741 -114	-2%	-$4.35K	0.04%	141
2019 Q2	$281K	Sell	6,855 -34	-0.5%	-$1.43K	0.04%	136
2019 Q1	$296K	Buy	6,889 +118	+2%	+$4.84K	0.05%	136
2018 Q4	$249K	Sell	6,771 -102	-1%	-$4.07K	0.05%	133
2018 Q3	$303K	Sell	6,873 -99	-1%	-$4.14K	0.05%	127
2018 Q2	$300K	Sell	6,972 -156	-2%	-$6.55K	0.05%	130
2018 Q1	$269K	Sell	7,128 -107	-1%	-$4.03K	0.05%	135
2017 Q4	$278K	Sell	7,235 -663	-8%	-$24K	0.05%	135
2017 Q3	$273K	Sell	7,898 -137	-2%	-$4.35K	0.05%	139
2017 Q2	$247K	Sell	8,035 -214	-3%	-$6.66K	0.05%	140
2017 Q1	$248K	Sell	8,249 -3,649	-31%	-$111K	0.05%	141
2016 Q4	$381K	Sell	11,898 -363	-3%	-$10.9K	0.08%	126
2016 Q3	$362K	Hold	12,261	–	–	0.08%	126
2016 Q2	$366K	Sell	12,261 -1,123	-8%	-$30.3K	0.08%	127
2016 Q1	$340K	Sell	13,384 -885	-6%	-$22.3K	0.08%	127
2015 Q4	$375K	Sell	14,269 -6,304	-31%	-$179K	0.1%	128
2015 Q3	$529K	Sell	20,573 -83	-0.4%	-$2.43K	0.16%	91
2015 Q2	$695K	Sell	20,656 -152	-0.7%	-$5.32K	0.19%	86
2015 Q1	$675K	Hold	20,808	–	–	0.19%	84
2014 Q4	$658K	Sell	20,808 -2,884	-12%	-$96.9K	0.21%	72
2014 Q3	$852K	Hold	23,692	–	–	0.29%	69
2014 Q2	$1.02M	Buy	23,692 +14,950	+171%	+$617K	0.35%	63
2014 Q1	$344K	Sell	8,742 -508	-5%	-$20K	0.13%	89
2013 Q4	$368K	Buy	9,250 +630	+7%	+$23.5K	0.14%	88
2013 Q3	$296K	Sell	8,620 -482	-5%	-$16.5K	0.13%	96
2013 Q2	$311K	Buy	+9,102	New	+$317K	0.14%	93

Other funds holding BP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Autus Asset Management's BP Position: Q4 2022 in Review

Autus Asset Management held its BP (BP) position steady in Q4 2022 at 12,501 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #111.

Autus Asset Management first reported a position in BP in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.02M in Q2 2014. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Autus Asset Management held 12,501 shares of BP worth $437K as of Q4 2022.
Autus Asset Management left its BP share count unchanged in Q4 2022.
BP made up 0.08% of Autus Asset Management's portfolio in Q4 2022, its #111 holding.
Autus Asset Management first reported a position in BP in Q2 2013 and has held it in 29 quarters since.
Autus Asset Management's BP position peaked at $1.02M in Q2 2014.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.