Focused Wealth Management’s BP BP Stock Holding History

Focused Wealth 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
2022 Q3	–	Sell	-12,000	Closed	-$2K	–	955
2022 Q2	$2K	Buy	+12,000	New	+$368K	﹤0.01%	721
2021 Q2	–	Sell	-20,000	Closed	-$43K	–	934
2021 Q1	$43K	Buy	+20,000	New	+$482K	0.01%	390

Other funds holding BP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focused Wealth Management's BP Position: Q1 2024 in Review

Focused Wealth Management sold out of BP (BP) in Q1 2024, closing a stake of 3 shares — an estimated $106 sold.

Focused Wealth Management first reported a position in BP in Q3 2013 and held it in 38 quarters. The position peaked at $97K in Q4 2013. 1,201 funds tracked by Wall St. Rank hold BP as of Q1 2024.

Focused Wealth Management reported no remaining BP position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 3 BP shares in Q1 2024, an estimated $106.
Focused Wealth Management first reported a position in BP in Q3 2013 and held it in 38 quarters.
Focused Wealth Management's BP position peaked at $97K in Q4 2013.
1,201 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.