Carmel Capital Partners’s BP BP Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-182	Closed	-$7.05K	–	213
2023 Q3	$7.05K	Hold	182	–	–	﹤0.01%	513
2023 Q2	$6.42K	Hold	182	–	–	﹤0.01%	307
2023 Q1	$6.91K	Buy	+182	New	+$6.8K	﹤0.01%	352

Other funds holding BP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Carmel Capital Partners's BP Position: Q4 2023 in Review

Carmel Capital Partners sold out of BP (BP) in Q4 2023, closing a stake of 182 shares — an estimated $7.05K sold.

Carmel Capital Partners first reported a position in BP in Q1 2023 and held it in 3 quarters. The position peaked at $7.05K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

Carmel Capital Partners reported no remaining BP position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 182 BP shares in Q4 2023, an estimated $7.05K.
Carmel Capital Partners first reported a position in BP in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's BP position peaked at $7.05K in Q3 2023.
1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.