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
2020
Q4 		– Sell
-101,500
Closed -$1.77M – 1669
2020
Q3 		$1.77M Buy
+101,500
New +$2.2M 0.01% 853
2020
Q2 		– Sell
-10,300
Closed -$251K – 1313
2020
Q1 		$251K Buy
+10,300
New +$333K ﹤0.01% 992
2019
Q2 		– Sell
-76,265
Closed -$3.28M – 1389
2019
Q1 		$3.28M Buy
+76,265
New +$3.13M 0.03% 464
2017
Q1 		– Sell
-48,209
Closed -$1.54M – 885
2016
Q4 		$1.54M Buy
+48,209
New +$1.45M 0.05% 334
2014
Q3 		– Sell
-393,782
Closed -$17M – 436
2014
Q2 		$17M Buy
+393,782
New +$16.2M 0.22% 90

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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. 1,093 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.
  • 1,093 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.