FAS Wealth Partners’s BP BP Stock Holding History

FAS Wealth Partners’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	–	Hold	0	–	-$7.59K	–	417
2023 Q1	–	Hold	0	–	–	–	392

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

FAS Wealth Partners's BP Position: Q3 2024 in Review

FAS Wealth Partners sold out of BP (BP) in Q3 2024, closing a stake of 7,429 shares — an estimated $268K sold.

FAS Wealth Partners first reported a position in BP in Q4 2013 and held it in 40 quarters. The position peaked at $742K in Q2 2014. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

FAS Wealth Partners reported no remaining BP position as of Q3 2024 after selling out during the quarter.
FAS Wealth Partners sold 7,429 BP shares in Q3 2024, an estimated $268K.
FAS Wealth Partners first reported a position in BP in Q4 2013 and held it in 40 quarters.
FAS Wealth Partners's BP position peaked at $742K in Q2 2014.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on FAS Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.