Castleview Partners’s BP BP Stock Holding History

Castleview 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
2024 Q3	–	Sell	-100	Closed	-$3.61K	–	590
2024 Q2	$3.61K	Hold	100	–	–	﹤0.01%	661
2024 Q1	$3.77K	Hold	100	–	–	﹤0.01%	674
2023 Q4	$3.54K	Hold	100	–	–	﹤0.01%	624
2023 Q3	$3.87K	Sell	100 -500	-83%	-$18.6K	﹤0.01%	506
2023 Q2	$21.2K	Buy	600 +500	+500%	+$18.5K	0.02%	351
2023 Q1	$3.79K	Buy	+100	New	+$3.74K	﹤0.01%	520
2022 Q4	–	Sell	-100	Closed	-$3K	–	663
2022 Q3	$3K	Buy	100 +90	+900%	+$2.68K	﹤0.01%	487
2022 Q2	$1.49K	Sell	10 -90	-90%	-$2.76K	﹤0.01%	655
2022 Q1	$2K	Buy	+100	New	+$3.05K	﹤0.01%	632
2021 Q2	$58K	Buy	+2,189	New	+$57.4K	0.03%	377

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Castleview Partners's BP Position: Q3 2024 in Review

Castleview Partners sold out of BP (BP) in Q3 2024, closing a stake of 100 shares — an estimated $3.61K sold.

Castleview Partners first reported a position in BP in Q2 2021 and held it in 10 quarters. The position peaked at $58K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Castleview Partners reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 100 BP shares in Q3 2024, an estimated $3.61K.
Castleview Partners first reported a position in BP in Q2 2021 and held it in 10 quarters.
Castleview Partners's BP position peaked at $58K in Q2 2021.
1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.