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Greystone Financial Group’s BP BP Stock Holding History

Greystone Financial 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
-145,407
Closed -$5.63M – 110
2023
Q3 		$5.63M Buy
145,407
+122
+0.1% +$4.53K 1.4% 29
2023
Q2 		$5.13M Sell
145,285
-79,085
-35% -$2.93M 1.19% 33
2023
Q1 		$8.51M Buy
224,370
+267
+0.1% +$9.97K 2.15% 15
2022
Q4 		$7.83M Buy
+224,103
New +$7.46M 2.3% 24

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

Greystone Financial Group's BP Position: Q4 2023 in Review

Greystone Financial Group sold out of BP (BP) in Q4 2023, closing a stake of 145,407 shares — an estimated $5.63M sold.

Greystone Financial Group first reported a position in BP in Q4 2022 and held it in 4 quarters. The position peaked at $8.51M in Q1 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Greystone Financial Group reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Greystone Financial Group sold 145,407 BP shares in Q4 2023, an estimated $5.63M.
  • Greystone Financial Group first reported a position in BP in Q4 2022 and held it in 4 quarters.
  • Greystone Financial Group's BP position peaked at $8.51M in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Greystone Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.