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CarsonAllaria Wealth Management’s BP BP Stock Holding History

CarsonAllaria 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
2023
Q4 		– Sell
-200
Closed -$7.74K – 363
2023
Q3 		$7.74K Hold
200
– – 0.01% 230
2023
Q2 		$7.06K Buy
+200
New +$7.4K 0.01% 247

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's BP Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of BP (BP) in Q4 2023, closing a stake of 200 shares — an estimated $7.74K sold.

CarsonAllaria Wealth Management first reported a position in BP in Q2 2023 and held it in 2 quarters. The position peaked at $7.74K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 200 BP shares in Q4 2023, an estimated $7.74K.
  • CarsonAllaria Wealth Management first reported a position in BP in Q2 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's BP position peaked at $7.74K in Q3 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.