BSW
BP icon

Buckingham Strategic Wealth’s BP BP Stock Holding History

Buckingham Strategic 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
2023
Q2 		– Sell
-400
Closed -$368 – 700
2023
Q1 		$368 Hold
400
– – ﹤0.01% 627
2022
Q4 		$368 Buy
+400
New +$13.3K ﹤0.01% 630

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Buckingham Strategic Wealth's BP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its BP (BP) stake by 2.4% in Q2 2024, selling an estimated $20.7K and leaving 22,390 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #374.

Buckingham Strategic Wealth first reported a position in BP in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.19M in Q2 2018. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Buckingham Strategic Wealth held 22,390 shares of BP worth $808K as of Q2 2024.
  • Buckingham Strategic Wealth sold 553 BP shares in Q2 2024, an estimated $20.7K.
  • BP made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #374 holding.
  • Buckingham Strategic Wealth first reported a position in BP in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's BP position peaked at $1.19M in Q2 2018.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.