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Avantra Family Wealth’s BP BP Stock Holding History

Avantra Family 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
2026
Q2 		– Sell
-20,627
Closed -$969K – 170
2026
Q1 		$969K Sell
20,627
-16,893
-45% -$662K 0.72% 39
2025
Q4 		$1.3M Buy
37,520
+997
+3% +$35K 0.95% 28
2025
Q3 		$1.26M Buy
36,523
+28,440
+352% +$953K 0.94% 30
2025
Q2 		$242K Sell
8,083
-22,131
-73% -$649K 0.2% 120
2025
Q1 		$1.02M Buy
30,214
+5,590
+23% +$182K 0.98% 26
2024
Q4 		$728K Buy
+24,624
New +$740K 0.68% 46

Other funds holding BP

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Avantra Family Wealth's BP Position: Q2 2026 in Review

Avantra Family Wealth sold out of BP (BP) in Q2 2026, closing a stake of 20,627 shares — an estimated $969K sold.

Avantra Family Wealth first reported a position in BP in Q4 2024 and held it in 6 quarters. The position peaked at $1.3M in Q4 2025. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Avantra Family Wealth reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 20,627 BP shares in Q2 2026, an estimated $969K.
  • Avantra Family Wealth first reported a position in BP in Q4 2024 and held it in 6 quarters.
  • Avantra Family Wealth's BP position peaked at $1.3M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.