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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
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return