Foster Victor Wealth Advisors’s BP BP Stock Holding History

Foster Victor 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 Q4	–	Sell	-13,527	Closed	-$433K	–	194
2024 Q3	$433K	Sell	13,527 -6,442	-32%	-$218K	0.03%	138
2024 Q2	$697K	Buy	19,969 +3,694	+23%	+$138K	0.06%	118
2024 Q1	$645K	Buy	16,275 +25	+0.2%	+$896	0.06%	109
2023 Q4	$576K	Buy	16,250 +6,250	+63%	+$229K	0.06%	115
2023 Q3	$373K	Hold	10,000	–	–	0.04%	114
2023 Q2	$353K	Buy	10,000 +500	+5%	+$18.5K	0.04%	119
2023 Q1	$374K	Buy	+9,500	New	+$355K	0.05%	116

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Foster Victor Wealth Advisors's BP Position: Q4 2024 in Review

Foster Victor Wealth Advisors sold out of BP (BP) in Q4 2024, closing a stake of 13,527 shares — an estimated $433K sold.

Foster Victor Wealth Advisors first reported a position in BP in Q1 2023 and held it in 7 quarters. The position peaked at $697K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Foster Victor Wealth Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Foster Victor Wealth Advisors sold 13,527 BP shares in Q4 2024, an estimated $433K.
Foster Victor Wealth Advisors first reported a position in BP in Q1 2023 and held it in 7 quarters.
Foster Victor Wealth Advisors's BP position peaked at $697K in Q2 2024.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.