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Fortitude Advisory Group’s BP BP Stock Holding History

Fortitude Advisory 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
2023
Q4 		– Sell
-6,318
Closed -$245K – 226
2023
Q3 		$245K Buy
6,318
+483
+8% +$17.9K 0.17% 145
2023
Q2 		$206K Sell
5,835
-277
-5% -$10.3K 0.15% 177
2023
Q1 		$232K Sell
6,112
-154
-2% -$5.75K 0.18% 163
2022
Q4 		$219K Buy
+6,266
New +$209K 0.19% 172
2022
Q3 		– Sell
-9,438
Closed -$268K – 205
2022
Q2 		$268K Sell
9,438
-273
-3% -$8.37K 0.25% 120
2022
Q1 		$286K Buy
9,711
+1,324
+16% +$40.4K 0.15% 131
2021
Q4 		$223K Buy
+8,387
New +$233K 0.11% 183

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortitude Advisory Group's BP Position: Q4 2023 in Review

Fortitude Advisory Group sold out of BP (BP) in Q4 2023, closing a stake of 6,318 shares — an estimated $245K sold.

Fortitude Advisory Group first reported a position in BP in Q4 2021 and held it in 7 quarters. The position peaked at $286K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Fortitude Advisory Group reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 6,318 BP shares in Q4 2023, an estimated $245K.
  • Fortitude Advisory Group first reported a position in BP in Q4 2021 and held it in 7 quarters.
  • Fortitude Advisory Group's BP position peaked at $286K in Q1 2022.
  • 1,183 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Fortitude Advisory Group's 13F filing for Q4 2023, filed 6 Feb 2024.