Icon Wealth Advisors’s BP BP Stock Holding History

Icon Wealth Advisors’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	-2,842	Closed	-$101K	–	468
2023 Q4	$101K	Buy	+2,842	New	+$104K	0.01%	428

Other funds holding BP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Advisors's BP Position: Q1 2024 in Review

Icon Wealth Advisors sold out of BP (BP) in Q1 2024, closing a stake of 2,842 shares — an estimated $101K sold.

Icon Wealth Advisors first reported a position in BP in Q4 2023 and held it in 1 quarter. The position peaked at $101K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

Icon Wealth Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
Icon Wealth Advisors sold 2,842 BP shares in Q1 2024, an estimated $101K.
Icon Wealth Advisors first reported a position in BP in Q4 2023 and held it in 1 quarter.
Icon Wealth Advisors's BP position peaked at $101K in Q4 2023.
1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.