Capstone Investment Advisors
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Capstone Investment Advisors’s BP BP Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-5,900
Closed -$213K – 1928
2024
Q2 		$213K Buy
+5,900
New +$221K ﹤0.01% 1749
2022
Q2 		– Sell
-6,979
Closed -$205K – 1840
2022
Q1 		$205K Buy
+6,979
New +$213K ﹤0.01% 1718
2020
Q4 		– Sell
-80,580
Closed -$1.41M – 1670
2020
Q3 		$1.41M Buy
+80,580
New +$1.74M 0.01% 924

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capstone Investment Advisors's BP Position: Q3 2024 in Review

Capstone Investment Advisors sold out of BP (BP) in Q3 2024, closing a stake of 5,900 shares — an estimated $213K sold.

Capstone Investment Advisors first reported a position in BP in Q3 2020 and held it in 3 quarters. The position peaked at $1.41M in Q3 2020. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Capstone Investment Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,900 BP shares in Q3 2024, an estimated $213K.
  • Capstone Investment Advisors first reported a position in BP in Q3 2020 and held it in 3 quarters.
  • Capstone Investment Advisors's BP position peaked at $1.41M in Q3 2020.
  • 1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.