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Fernwood Investment Management’s BP BP Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-600
Closed -$22.6K – 255
2024
Q1 		$22.6K Buy
+600
New +$21.5K 0.01% 437
2014
Q4 		– Sell
-5,838
Closed -$210K – 111
2014
Q3 		$210K Hold
5,838
– – 0.18% 101
2014
Q2 		$252K Sell
5,838
-61
-1% -$2.52K 0.21% 98
2014
Q1 		$232K Hold
5,899
– – 0.22% 101
2013
Q4 		$235K Buy
+5,899
New +$220K 0.16% 126

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fernwood Investment Management's BP Position: Q2 2024 in Review

Fernwood Investment Management sold out of BP (BP) in Q2 2024, closing a stake of 600 shares — an estimated $22.6K sold.

Fernwood Investment Management first reported a position in BP in Q4 2013 and held it in 5 quarters. The position peaked at $252K in Q2 2014. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Fernwood Investment Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 600 BP shares in Q2 2024, an estimated $22.6K.
  • Fernwood Investment Management first reported a position in BP in Q4 2013 and held it in 5 quarters.
  • Fernwood Investment Management's BP position peaked at $252K in Q2 2014.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.