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Householder Group Estate & Retirement Specialist’s BP BP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,124
Closed -$98K – 609
2024
Q3 		$98K Sell
3,124
-100
-3% -$3.38K 0.03% 361
2024
Q2 		$116K Sell
3,224
-1,213
-27% -$45.5K 0.03% 324
2024
Q1 		$167K Buy
4,437
+14
+0.3% +$502 0.05% 265
2023
Q4 		$156K Buy
4,423
+15
+0.3% +$549 0.05% 268
2023
Q3 		$171K Buy
+4,408
New +$164K 0.06% 235
2023
Q1 		$166K Sell
4,381
-329
-7% -$12.3K 0.06% 221
2022
Q4 		$164K Buy
4,710
+408
+9% +$13.6K 0.24% 52
2022
Q3 		$122K Buy
+4,302
New +$128K 0.05% 234

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of BP (BP) in Q4 2024, closing a stake of 3,124 shares — an estimated $98K sold.

Householder Group Estate & Retirement Specialist first reported a position in BP in Q3 2022 and held it in 8 quarters. The position peaked at $171K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,124 BP shares in Q4 2024, an estimated $98K.
  • Householder Group Estate & Retirement Specialist first reported a position in BP in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's BP position peaked at $171K in Q3 2023.
  • 1,085 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.