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Coulter & Justus Financial Services’s BP BP Stock Holding History

Coulter & Justus Financial Services’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
Q1 		$230K Buy
+6,103
New +$219K 0.05% 86

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coulter & Justus Financial Services's BP Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in BP (BP) in Q1 2024: 6,103 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #86 among its holdings.

1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Coulter & Justus Financial Services held 6,103 shares of BP worth $230K as of Q1 2024.
  • BP was a new Coulter & Justus Financial Services position in Q1 2024.
  • BP made up 0.05% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #86 holding.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.