Crumly & Associates’s BP BP Stock Holding History

Crumly & Associates’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	-17,963	Closed	-$648K	–	150
2024 Q2	$648K	Buy	17,963 +2,083	+13%	+$78.1K	0.19%	74
2024 Q1	$598K	Sell	15,880 -233	-1%	-$8.35K	0.16%	83
2023 Q4	$570K	Sell	16,113 -983	-6%	-$36K	0.17%	76
2023 Q3	$662K	Sell	17,096 -793	-4%	-$29.4K	0.26%	54
2023 Q2	$631K	Buy	17,889 +1,770	+11%	+$65.5K	0.25%	55
2023 Q1	$612K	Buy	16,119 +970	+6%	+$36.2K	0.27%	60
2022 Q4	$529K	Sell	15,149 -227	-1%	-$7.55K	0.2%	58
2022 Q3	$439K	Sell	15,376 -38	-0.2%	-$1.13K	0.18%	68
2022 Q2	$437K	Buy	+15,414	New	+$472K	0.18%	68

Other funds holding BP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Crumly & Associates's BP Position: Q3 2024 in Review

Crumly & Associates sold out of BP (BP) in Q3 2024, closing a stake of 17,963 shares — an estimated $648K sold.

Crumly & Associates first reported a position in BP in Q2 2022 and held it in 9 quarters. The position peaked at $662K in Q3 2023. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Crumly & Associates reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Crumly & Associates sold 17,963 BP shares in Q3 2024, an estimated $648K.
Crumly & Associates first reported a position in BP in Q2 2022 and held it in 9 quarters.
Crumly & Associates's BP position peaked at $662K in Q3 2023.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Crumly & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.