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Evolution Wealth Advisors’s BP BP Stock Holding History

Evolution Wealth 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
Q3 		– Sell
-6,348
Closed -$228K – 139
2024
Q2 		$228K Hold
6,348
– – 0.04% 125
2024
Q1 		$239K Hold
6,348
– – 0.05% 116
2023
Q4 		$225K Buy
+6,348
New +$232K 0.05% 114
2021
Q4 		– Sell
-790
Closed -$22K – 221
2021
Q3 		$22K Sell
790
-138,997
-99% -$3.48M ﹤0.01% 301
2021
Q2 		$3.69M Sell
139,787
-2,879
-2% -$75.5K 0.75% 29
2021
Q1 		$3.47M Buy
142,666
+3,861
+3% +$93K 0.78% 33
2020
Q4 		$2.85M Buy
138,805
+136,605
+6,209% +$2.57M 0.64% 37
2020
Q3 		$38K Buy
+2,200
New +$47.6K 0.01% 201
2020
Q1 		– Sell
-1,014
Closed -$38K – 353
2019
Q4 		$38K Buy
+1,014
New +$38.5K 0.01% 172

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Evolution Wealth Advisors's BP Position: Q3 2024 in Review

Evolution Wealth Advisors sold out of BP (BP) in Q3 2024, closing a stake of 6,348 shares — an estimated $228K sold.

Evolution Wealth Advisors first reported a position in BP in Q4 2019 and held it in 9 quarters. The position peaked at $3.69M in Q2 2021. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Evolution Wealth Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 6,348 BP shares in Q3 2024, an estimated $228K.
  • Evolution Wealth Advisors first reported a position in BP in Q4 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's BP position peaked at $3.69M in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Evolution Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.