Drive Wealth Management’s BP BP Stock Holding History

Drive 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 Q3	–	Sell	-5,884	Closed	-$212K	–	323
2024 Q2	$212K	Buy	5,884 +176	+3%	+$6.59K	0.06%	276
2024 Q1	$215K	Buy	+5,708	New	+$205K	0.06%	279
2023 Q4	–	Sell	-5,464	Closed	-$212K	–	309
2023 Q3	$212K	Buy	+5,464	New	+$203K	0.08%	236

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Drive Wealth Management's BP Position: Q3 2024 in Review

Drive Wealth Management sold out of BP (BP) in Q3 2024, closing a stake of 5,884 shares — an estimated $212K sold.

Drive Wealth Management first reported a position in BP in Q3 2023 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Drive Wealth Management reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 5,884 BP shares in Q3 2024, an estimated $212K.
Drive Wealth Management first reported a position in BP in Q3 2023 and held it in 3 quarters.
Drive Wealth Management's BP position peaked at $215K in Q1 2024.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.