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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 $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GYL Financial Synergies's BP Position: Q3 2024 in Review

GYL Financial Synergies reduced its BP (BP) stake by 42% in Q3 2024, selling an estimated $437K and leaving 18,163 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #226.

GYL Financial Synergies first reported a position in BP in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • GYL Financial Synergies held 18,163 shares of BP worth $570K as of Q3 2024.
  • GYL Financial Synergies sold 12,923 BP shares in Q3 2024, an estimated $437K.
  • BP made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #226 holding.
  • GYL Financial Synergies first reported a position in BP in Q1 2023 and has held it in 7 quarters since.
  • GYL Financial Synergies's BP position peaked at $1.12M in Q2 2024.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.