BKM Wealth Management’s BP BP Stock Holding History

BKM 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	-3,640	Closed	-$137K	–	148
2024 Q1	$137K	Buy	3,640 +175	+5%	+$6.28K	0.06%	174
2023 Q4	$123K	Buy	+3,465	New	+$127K	0.05%	186

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

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

BKM Wealth Management sold out of BP (BP) in Q2 2024, closing a stake of 3,640 shares — an estimated $137K sold.

BKM Wealth Management first reported a position in BP in Q4 2023 and held it in 2 quarters. The position peaked at $137K in Q1 2024. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

BKM Wealth Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 3,640 BP shares in Q2 2024, an estimated $137K.
BKM Wealth Management first reported a position in BP in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's BP position peaked at $137K in Q1 2024.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.