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Dakota Wealth Management’s BP BP Stock Holding History

Dakota Wealth Management’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
Q2 		– Sell
-6,996
Closed -$264K – 724
2024
Q1 		$264K Buy
6,996
+697
+11% +$25K 0.01% 613
2023
Q4 		$223K Buy
+6,299
New +$231K 0.01% 585
2023
Q3 		– Sell
-6,056
Closed -$214K – 662
2023
Q2 		$214K Buy
6,056
+634
+12% +$23.5K 0.01% 573
2023
Q1 		$206K Buy
+5,422
New +$203K 0.01% 560

Other funds holding BP

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dakota Wealth Management's BP Position: Q2 2024 in Review

Dakota Wealth Management sold out of BP (BP) in Q2 2024, closing a stake of 6,996 shares — an estimated $264K sold.

Dakota Wealth Management first reported a position in BP in Q1 2023 and held it in 4 quarters. The position peaked at $264K in Q1 2024. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Dakota Wealth Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 6,996 BP shares in Q2 2024, an estimated $264K.
  • Dakota Wealth Management first reported a position in BP in Q1 2023 and held it in 4 quarters.
  • Dakota Wealth Management's BP position peaked at $264K in Q1 2024.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.