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Guardian Financial Partners’s BP BP Stock Holding History

Guardian Financial Partners’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
Q1 		– Sell
-7,802
Closed -$276K – 47
2023
Q4 		$276K Buy
7,802
+947
+14% +$34.7K 0.23% 39
2023
Q3 		$265K Buy
6,855
+34
+0.5% +$1.26K 0.25% 38
2023
Q2 		$241K Buy
6,821
+60
+0.9% +$2.22K 0.7% 16
2023
Q1 		$257K Buy
6,761
+254
+4% +$9.49K 0.26% 35
2022
Q4 		$227K Buy
+6,507
New +$217K 0.24% 36

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guardian Financial Partners's BP Position: Q1 2024 in Review

Guardian Financial Partners sold out of BP (BP) in Q1 2024, closing a stake of 7,802 shares — an estimated $276K sold.

Guardian Financial Partners first reported a position in BP in Q4 2022 and held it in 5 quarters. The position peaked at $276K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Guardian Financial Partners reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Guardian Financial Partners sold 7,802 BP shares in Q1 2024, an estimated $276K.
  • Guardian Financial Partners first reported a position in BP in Q4 2022 and held it in 5 quarters.
  • Guardian Financial Partners's BP position peaked at $276K in Q4 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Guardian Financial Partners's 13F filing for Q1 2024, filed 26 Apr 2024.