Financial Enhancement Group’s BP BP Stock Holding History

Financial Enhancement Group’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	-23,458	Closed	-$834K	–	117
2024 Q3	$834K	Buy	+23,458	New	+$794K	0.16%	83
2023 Q4	–	Sell	-23,458	Closed	-$943K	–	112
2023 Q3	$943K	Hold	23,458	–	–	0.18%	77
2023 Q2	$845K	Hold	23,458	–	–	0.16%	83
2023 Q1	$834K	Hold	23,458	–	–	0.16%	83
2022 Q4	$907K	Hold	23,458	–	–	0.17%	81
2022 Q3	$670K	Buy	23,458 +23,358	+23,358%	+$695K	0.15%	71
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	217
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	223
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	231
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	238
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	225
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	239
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	251
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	209
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	211
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	236
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	217
2019 Q3	$4K	Sell	100 -2	-2%	-$76	﹤0.01%	226
2019 Q2	$4K	Sell	102 -330	-76%	-$13.8K	﹤0.01%	224
2019 Q1	$19K	Buy	432 +329	+319%	+$13.5K	0.01%	181
2018 Q4	$5K	Sell	103 -2	-2%	-$80	﹤0.01%	208
2018 Q3	$5K	Sell	105 -1	-0.9%	-$42	﹤0.01%	208
2018 Q2	$5K	Sell	106 -2	-2%	-$84	﹤0.01%	204
2018 Q1	$4K	Buy	+108	New	+$4.07K	﹤0.01%	216

Other funds holding BP

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

Norges Bank Oslo, Norway $1T AUM

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Enhancement Group's BP Position: Q4 2024 in Review

Financial Enhancement Group sold out of BP (BP) in Q4 2024, closing a stake of 23,458 shares — an estimated $834K sold.

Financial Enhancement Group first reported a position in BP in Q1 2018 and held it in 24 quarters. The position peaked at $943K in Q3 2023. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Financial Enhancement Group reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Financial Enhancement Group sold 23,458 BP shares in Q4 2024, an estimated $834K.
Financial Enhancement Group first reported a position in BP in Q1 2018 and held it in 24 quarters.
Financial Enhancement Group's BP position peaked at $943K in Q3 2023.
1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.