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Claris Advisors’s BP BP Stock Holding History

Claris 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
2024
Q4 		– Sell
-200
Closed -$6.28K – 221
2024
Q3 		$6.28K Buy
+200
New +$6.77K ﹤0.01% 256

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

Claris Advisors's BP Position: Q4 2024 in Review

Claris Advisors sold out of BP (BP) in Q4 2024, closing a stake of 200 shares — an estimated $6.28K sold.

Claris Advisors first reported a position in BP in Q3 2024 and held it in 1 quarter. The position peaked at $6.28K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Claris Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 200 BP shares in Q4 2024, an estimated $6.28K.
  • Claris Advisors first reported a position in BP in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's BP position peaked at $6.28K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.