Avondale Wealth Management’s BP BP Stock Holding History

Avondale Wealth 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
2024 Q2	–	Sell	-3,000	Closed	-$113K	–	123
2024 Q1	$113K	Buy	+3,000	New	+$108K	0.08%	59
2023 Q4	–	Sell	-3,000	Closed	-$116K	–	120
2023 Q3	$116K	Buy	3,000 +1,500	+100%	+$55.7K	0.1%	56
2023 Q2	$52.9K	Sell	1,500 -500	-25%	-$18.5K	0.04%	77
2023 Q1	$75.9K	Buy	+2,000	New	+$74.7K	0.07%	70
2022 Q1	–	Sell	-2,465	Closed	-$66K	–	122
2021 Q4	$66K	Buy	+2,465	New	+$68.4K	0.07%	59

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

Avondale Wealth Management's BP Position: Q2 2024 in Review

Avondale Wealth Management sold out of BP (BP) in Q2 2024, closing a stake of 3,000 shares — an estimated $113K sold.

Avondale Wealth Management first reported a position in BP in Q4 2021 and held it in 5 quarters. The position peaked at $116K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Avondale Wealth Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Avondale Wealth Management sold 3,000 BP shares in Q2 2024, an estimated $113K.
Avondale Wealth Management first reported a position in BP in Q4 2021 and held it in 5 quarters.
Avondale Wealth Management's BP position peaked at $116K in Q3 2023.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Avondale Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.