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Cassady Schiller Wealth Management’s BP BP Stock Holding History

Cassady Schiller 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
2024
Q4 		$5.91K Hold
200
– – ﹤0.01% 386
2024
Q3 		$6.28K Hold
200
– – ﹤0.01% 340
2024
Q2 		$7.22K Sell
200
-16
-7% -$600 ﹤0.01% 332
2024
Q1 		$8.14K Hold
216
– – ﹤0.01% 345
2023
Q4 		$7.65K Hold
216
– – ﹤0.01% 342
2023
Q3 		$8.36K Buy
216
+200
+1,250% +$7.42K ﹤0.01% 341
2023
Q2 		$565 Hold
16
– – ﹤0.01% 450
2023
Q1 		$607 Hold
16
– – ﹤0.01% 428
2022
Q4 		$559 Buy
+16
New +$532 ﹤0.01% 450
2022
Q1 		– Sell
-16
Closed – – 168
2021
Q4 		$0 Buy
+16
New +$444 ﹤0.01% 555

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cassady Schiller Wealth Management's BP Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its BP (BP) position steady in Q4 2024 at 200 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Cassady Schiller Wealth Management first reported a position in BP in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.36K in Q3 2023. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Cassady Schiller Wealth Management held 200 shares of BP worth $5.91K as of Q4 2024.
  • Cassady Schiller Wealth Management left its BP share count unchanged in Q4 2024.
  • BP made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #386 holding.
  • Cassady Schiller Wealth Management first reported a position in BP in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's BP position peaked at $8.36K in Q3 2023.
  • 1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.