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Dana Investment Advisors’s BP BP Stock Holding History

Dana Investment 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
2024
Q1 		– Sell
-9,093
Closed -$322K – 532
2023
Q4 		$322K Sell
9,093
-12,638
-58% -$463K 0.02% 368
2023
Q3 		$841K Sell
21,731
-611
-3% -$22.7K 0.04% 254
2023
Q2 		$788K Sell
22,342
-11,175
-33% -$414K 0.04% 263
2023
Q1 		$1.27M Sell
33,517
-1,844
-5% -$68.9K 0.06% 208
2022
Q4 		$1.24M Sell
35,361
-178
-0.5% -$5.92K 0.06% 203
2022
Q3 		$1.01M Buy
35,539
+1,300
+4% +$38.7K 0.06% 215
2022
Q2 		$971K Buy
+34,239
New +$1.05M 0.05% 227

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

Dana Investment Advisors's BP Position: Q1 2024 in Review

Dana Investment Advisors sold out of BP (BP) in Q1 2024, closing a stake of 9,093 shares — an estimated $322K sold.

Dana Investment Advisors first reported a position in BP in Q2 2022 and held it in 7 quarters. The position peaked at $1.27M in Q1 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Dana Investment Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 9,093 BP shares in Q1 2024, an estimated $322K.
  • Dana Investment Advisors first reported a position in BP in Q2 2022 and held it in 7 quarters.
  • Dana Investment Advisors's BP position peaked at $1.27M in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.