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Dorchester Wealth Management’s BP BP Stock Holding History

Dorchester 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
Q4 		– Sell
-6,475
Closed -$203K – 151
2024
Q3 		$203K Hold
6,475
– – 0.04% 150
2024
Q2 		$234K Sell
6,475
-2,025
-24% -$75.9K 0.05% 136
2024
Q1 		$320K Sell
8,500
-100
-1% -$3.59K 0.06% 130
2023
Q4 		$304K Hold
8,600
– – 0.06% 125
2023
Q3 		$333K Sell
8,600
-289
-3% -$10.7K 0.07% 121
2023
Q2 		$314K Hold
8,889
– – 0.06% 115
2023
Q1 		$337K Sell
8,889
-2,000
-18% -$74.7K 0.07% 115
2022
Q4 		$380K Sell
10,889
-1,950
-15% -$64.9K 0.09% 107
2022
Q3 		$367K Sell
12,839
-25
-0.2% -$744 0.08% 113
2022
Q2 		$365K Buy
12,864
+214
+2% +$6.56K 0.07% 117
2022
Q1 		$465K Sell
12,650
-1,250
-9% -$38.1K 0.07% 110
2021
Q4 		$370K Sell
13,900
-2,125
-13% -$58.9K 0.07% 111
2021
Q3 		$438K Sell
16,025
-1,350
-8% -$33.8K 0.11% 94
2021
Q2 		$459K Buy
17,375
+1,425
+9% +$37.4K 0.11% 98
2021
Q1 		$388K Sell
15,950
-50
-0.3% -$1.2K 0.1% 108
2020
Q4 		$328K Buy
+16,000
New +$302K 0.09% 112

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dorchester Wealth Management's BP Position: Q4 2024 in Review

Dorchester Wealth Management sold out of BP (BP) in Q4 2024, closing a stake of 6,475 shares — an estimated $203K sold.

Dorchester Wealth Management first reported a position in BP in Q4 2020 and held it in 16 quarters. The position peaked at $465K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Dorchester Wealth Management reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 6,475 BP shares in Q4 2024, an estimated $203K.
  • Dorchester Wealth Management first reported a position in BP in Q4 2020 and held it in 16 quarters.
  • Dorchester Wealth Management's BP position peaked at $465K in Q1 2022.
  • 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.