Global Financial Private Client’s BP BP Stock Holding History

Global Financial Private Client’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	-852	Closed	-$26.7K	–	1665
2024 Q3	$26.7K	Hold	852	–	–	0.01%	388
2024 Q2	$30.8K	Hold	852	–	–	0.01%	348
2024 Q1	$32.3K	Hold	852	–	–	0.01%	346
2023 Q4	$30.2K	Hold	852	–	–	0.01%	346
2023 Q3	$32.2K	Hold	852	–	–	0.02%	326
2023 Q2	$30.6K	Hold	852	–	–	0.02%	335
2023 Q1	$33.9K	Hold	852	–	–	0.02%	325
2022 Q4	$29.8K	Hold	852	–	–	0.02%	324
2022 Q3	$25.6K	Sell	852 -16	-2%	-$476	0.01%	333
2022 Q2	$24.6K	Sell	868 -16	-2%	-$490	0.01%	326
2022 Q1	$26.4K	Hold	884	–	–	0.01%	326
2021 Q4	$23.6K	Hold	884	–	–	0.01%	324
2021 Q3	$24.4K	Hold	884	–	–	0.01%	296
2021 Q2	$24K	Hold	884	–	–	0.01%	302
2021 Q1	$21.7K	Sell	884 -37	-4%	-$891	0.02%	270
2020 Q4	$18.9K	Hold	921	–	–	0.02%	264
2020 Q3	$15.5K	Sell	921 -1,298	-58%	-$28.1K	0.01%	278
2020 Q2	$51.5K	Sell	2,219 -1,550	-41%	-$37.2K	0.04%	202
2020 Q1	$91.9K	Hold	3,769	–	–	0.1%	148
2019 Q4	$142K	Buy	+3,769	New	+$143K	0.12%	139

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

Global Financial Private Client's BP Position: Q4 2024 in Review

Global Financial Private Client sold out of BP (BP) in Q4 2024, closing a stake of 852 shares — an estimated $26.7K sold.

Global Financial Private Client first reported a position in BP in Q4 2019 and held it in 20 quarters. The position peaked at $142K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Global Financial Private Client reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Global Financial Private Client sold 852 BP shares in Q4 2024, an estimated $26.7K.
Global Financial Private Client first reported a position in BP in Q4 2019 and held it in 20 quarters.
Global Financial Private Client's BP position peaked at $142K in Q4 2019.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.