Column Capital Advisors’s BP BP Stock Holding History

Column Capital 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
2023 Q3	$50.3K	Sell	1,300 -244	-16%	-$9.06K	0.01%	323
2023 Q2	$54.5K	Hold	1,544	–	–	0.01%	312
2023 Q1	$58.6K	Sell	1,544 -2,501	-62%	-$93.4K	0.01%	301
2022 Q4	$141K	Sell	4,045 -2,500	-38%	-$83.2K	0.02%	163
2022 Q3	$187K	Buy	6,545 +1,000	+18%	+$29.8K	0.04%	125
2022 Q2	$157K	Hold	5,545	–	–	0.03%	134
2022 Q1	$163K	Hold	5,545	–	–	0.03%	148
2021 Q4	$148K	Sell	5,545 -788	-12%	-$21.9K	0.03%	155
2021 Q3	$173K	Buy	6,333 +4,965	+363%	+$124K	0.04%	136
2021 Q2	$36K	Hold	1,368	–	–	0.01%	315
2021 Q1	$33K	Buy	1,368 +998	+270%	+$24K	0.01%	320
2020 Q4	$8K	Sell	370 -40	-10%	-$754	﹤0.01%	484
2020 Q3	$7K	Sell	410 -142	-26%	-$3.07K	﹤0.01%	487
2020 Q2	$12K	Buy	552 +128	+30%	+$3.07K	﹤0.01%	444
2020 Q1	$10K	Sell	424 -22	-5%	-$711	﹤0.01%	383
2019 Q4	$16K	Buy	+446	New	+$16.9K	0.01%	396

Other funds holding BP

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Column Capital Advisors's BP Position: Q3 2023 in Review

Column Capital Advisors reduced its BP (BP) stake by 16% in Q3 2023, selling an estimated $9.06K and leaving 1,300 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #323.

Column Capital Advisors first reported a position in BP in Q4 2019 and has held it in 16 quarters since. The position peaked at $187K in Q3 2022. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

Column Capital Advisors held 1,300 shares of BP worth $50.3K as of Q3 2023.
Column Capital Advisors sold 244 BP shares in Q3 2023, an estimated $9.06K.
BP made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #323 holding.
Column Capital Advisors first reported a position in BP in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's BP position peaked at $187K in Q3 2022.
1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.