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GYL Financial Synergies’s BP BP Stock Holding History

GYL Financial Synergies’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
Q3 		$570K Sell
18,163
-12,923
-42% -$437K 0.04% 226
2024
Q2 		$1.12M Buy
31,086
+7,967
+34% +$299K 0.09% 174
2024
Q1 		$871K Sell
23,119
-1,772
-7% -$63.5K 0.07% 194
2023
Q4 		$881K Sell
24,891
-2,288
-8% -$83.8K 0.07% 192
2023
Q3 		$1.05M Sell
27,179
-2,683
-9% -$99.6K 0.1% 173
2023
Q2 		$1.05M Buy
29,862
+22,492
+305% +$832K 0.1% 174
2023
Q1 		$280K Buy
+7,370
New +$275K 0.03% 240

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return