Clear Point Advisors’s BP BP Stock Holding History

Clear Point 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	-400	Closed	-$12.6K	–	160
2024 Q3	$12.6K	Hold	400	–	–	0.01%	316
2024 Q2	$14.4K	Hold	400	–	–	0.01%	295
2024 Q1	$15.1K	Hold	400	–	–	0.01%	298
2023 Q4	$14.2K	Buy	+400	New	+$14.6K	0.01%	294

Other funds holding BP

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clear Point Advisors's BP Position: Q4 2024 in Review

Clear Point Advisors sold out of BP (BP) in Q4 2024, closing a stake of 400 shares — an estimated $12.6K sold.

Clear Point Advisors first reported a position in BP in Q4 2023 and held it in 4 quarters. The position peaked at $15.1K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Clear Point Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 400 BP shares in Q4 2024, an estimated $12.6K.
Clear Point Advisors first reported a position in BP in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's BP position peaked at $15.1K in Q1 2024.
1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.