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Donoghue Forlines’s BP BP Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-29,398
Closed -$923K – 122
2024
Q3 		$923K Buy
29,398
+3,968
+16% +$134K 0.26% 119
2024
Q2 		$918K Buy
25,430
+2,046
+9% +$76.7K 0.26% 92
2024
Q1 		$881K Buy
23,384
+182
+0.8% +$6.53K 0.25% 93
2023
Q4 		$821K Sell
23,202
-621
-3% -$22.7K 0.26% 95
2023
Q3 		$922K Buy
23,823
+1,945
+9% +$72.2K 0.33% 94
2023
Q2 		$772K Sell
21,878
-6,129
-22% -$227K 0.24% 92
2023
Q1 		$1.06M Sell
28,007
-4,626
-14% -$173K 0.38% 80
2022
Q4 		$1.14M Buy
32,633
+14,232
+77% +$474K 0.4% 77
2022
Q3 		$525K Sell
18,401
-26,138
-59% -$778K 0.19% 95
2022
Q2 		$1.26M Buy
44,539
+8,216
+23% +$252K 0.33% 63
2022
Q1 		$1.07M Buy
+36,323
New +$1.11M 0.23% 120

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Donoghue Forlines's BP Position: Q4 2024 in Review

Donoghue Forlines sold out of BP (BP) in Q4 2024, closing a stake of 29,398 shares — an estimated $923K sold.

Donoghue Forlines first reported a position in BP in Q1 2022 and held it in 11 quarters. The position peaked at $1.26M in Q2 2022. 1,086 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Donoghue Forlines reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 29,398 BP shares in Q4 2024, an estimated $923K.
  • Donoghue Forlines first reported a position in BP in Q1 2022 and held it in 11 quarters.
  • Donoghue Forlines's BP position peaked at $1.26M in Q2 2022.
  • 1,086 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.