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Financial Synergies Wealth Advisors’s BP BP Stock Holding History

Financial Synergies 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
Q2 		– Sell
-164
Closed -$6.18K – 122
2024
Q1 		$6.18K Buy
+164
New +$5.88K ﹤0.01% 270
2023
Q4 		– Sell
-164
Closed -$6.35K – 472
2023
Q3 		$6.35K Buy
+164
New +$6.09K ﹤0.01% 257

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

Financial Synergies Wealth Advisors's BP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of BP (BP) in Q2 2024, closing a stake of 164 shares — an estimated $6.18K sold.

Financial Synergies Wealth Advisors first reported a position in BP in Q3 2023 and held it in 2 quarters. The position peaked at $6.35K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining BP position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 164 BP shares in Q2 2024, an estimated $6.18K.
  • Financial Synergies Wealth Advisors first reported a position in BP in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's BP position peaked at $6.35K in Q3 2023.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.