Aveo Capital Partners’s BP BP Stock Holding History

Aveo Capital Partners’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	-5,434	Closed	-$210K	–	321
2024 Q1	$210K	Buy	+5,434	New	+$195K	0.02%	349
2017 Q1	–	Sell	-7,497	Closed	-$240K	–	144
2016 Q4	$240K	Buy	+7,497	New	+$226K	0.07%	182

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

Aveo Capital Partners's BP Position: Q2 2024 in Review

Aveo Capital Partners sold out of BP (BP) in Q2 2024, closing a stake of 5,434 shares — an estimated $210K sold.

Aveo Capital Partners first reported a position in BP in Q4 2016 and held it in 2 quarters. The position peaked at $240K in Q4 2016. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Aveo Capital Partners reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 5,434 BP shares in Q2 2024, an estimated $210K.
Aveo Capital Partners first reported a position in BP in Q4 2016 and held it in 2 quarters.
Aveo Capital Partners's BP position peaked at $240K in Q4 2016.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.