Bellevue Asset Management’s BP BP Stock Holding History

Bellevue 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
2024 Q4	–	Sell	-150	Closed	-$4.71K	–	492
2024 Q3	$4.71K	Hold	150	–	–	﹤0.01%	324
2024 Q2	$5.42K	Hold	150	–	–	﹤0.01%	308
2024 Q1	$5.65K	Hold	150	–	–	﹤0.01%	300
2023 Q4	$5.31K	Sell	150 -150	-50%	-$5.49K	﹤0.01%	299
2023 Q3	$11.6K	Hold	300	–	–	0.01%	251
2023 Q2	$10.6K	Hold	300	–	–	0.01%	265
2023 Q1	$11.4K	Hold	300	–	–	0.01%	265
2022 Q4	$10.5K	Hold	300	–	–	0.01%	273
2022 Q3	$9K	Hold	300	–	–	0.01%	286
2022 Q2	$9K	Sell	300 -282	-48%	-$8.64K	0.01%	291
2022 Q1	$17K	Hold	582	–	–	0.01%	271
2021 Q4	$15K	Hold	582	–	–	0.01%	296
2021 Q3	$16K	Hold	582	–	–	0.01%	299
2021 Q2	$15K	Hold	582	–	–	0.01%	304
2021 Q1	$14K	Hold	582	–	–	0.01%	323
2020 Q4	$13K	Hold	582	–	–	0.01%	323
2020 Q3	$10K	Buy	582 +282	+94%	+$6.11K	0.01%	325
2020 Q2	$7K	Hold	300	–	–	0.01%	356
2020 Q1	$7K	Hold	300	–	–	0.01%	361
2019 Q4	$11K	Buy	+300	New	+$11.4K	0.01%	299

Other funds holding BP

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Bellevue Asset Management's BP Position: Q4 2024 in Review

Bellevue Asset Management sold out of BP (BP) in Q4 2024, closing a stake of 150 shares — an estimated $4.71K sold.

Bellevue Asset Management first reported a position in BP in Q4 2019 and held it in 20 quarters. The position peaked at $17K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Bellevue Asset Management reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Bellevue Asset Management sold 150 BP shares in Q4 2024, an estimated $4.71K.
Bellevue Asset Management first reported a position in BP in Q4 2019 and held it in 20 quarters.
Bellevue Asset Management's BP position peaked at $17K in Q1 2022.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.