Dixon Fnancial Services’s BP BP Stock Holding History

Dixon Fnancial 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
2023 Q2	–	Sell	-6,137	Closed	-$233K	–	25
2023 Q1	$233K	Hold	6,137	–	–	0.16%	22
2022 Q4	$214K	Buy	+6,137	New	+$204K	0.15%	23

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dixon Fnancial Services's BP Position: Q2 2023 in Review

Dixon Fnancial Services sold out of BP (BP) in Q2 2023, closing a stake of 6,137 shares — an estimated $233K sold.

Dixon Fnancial Services first reported a position in BP in Q4 2022 and held it in 2 quarters. The position peaked at $233K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

Dixon Fnancial Services reported no remaining BP position as of Q2 2023 after selling out during the quarter.
Dixon Fnancial Services sold 6,137 BP shares in Q2 2023, an estimated $233K.
Dixon Fnancial Services first reported a position in BP in Q4 2022 and held it in 2 quarters.
Dixon Fnancial Services's BP position peaked at $233K in Q1 2023.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Dixon Fnancial Services's 13F filing for Q2 2023, filed 31 Jul 2023.