Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IA
BPT
IFP Advisors’s
BP Prudhoe Bay Royalty Trust
BPT
Stock Holding History
IFP Advisors’s Portfolio
BPT Stock Details
BPT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-12,818
Closed
-$368K
–
3486
2022
Q4
$368K
Buy
12,818
+2,590
+25%
+$33.8K
0.01%
1033
2022
Q3
$293K
Buy
10,228
+10,000
+4,386%
+$162K
0.01%
1208
2022
Q2
$7K
Hold
228
–
–
﹤0.01%
3583
2022
Q1
$7K
Buy
+228
New
+$2.19K
﹤0.01%
3583
2019
Q1
$3K
Sell
100
-1,955
-95%
-$49.2K
﹤0.01%
1988
2018
Q4
$47K
Sell
2,055
-300
-13%
-$8.63K
﹤0.01%
1647
2018
Q3
$81K
Sell
2,355
-100
-4%
-$3K
﹤0.01%
1607
2018
Q2
$73K
Sell
2,455
-159
-6%
-$4.11K
﹤0.01%
1680
2018
Q1
$53K
Hold
2,614
–
–
﹤0.01%
1774
2017
Q4
$53K
Sell
2,614
-452
-15%
-$9.15K
﹤0.01%
1790
2017
Q3
$69K
Buy
3,066
+250
+9%
+$5.09K
﹤0.01%
1792
2017
Q2
$61K
Buy
2,816
+321
+13%
+$6.51K
﹤0.01%
1827
2017
Q1
$50K
Buy
2,495
+290
+13%
+$7.22K
﹤0.01%
1922
2016
Q4
$52K
Buy
2,205
+150
+7%
+$3.3K
﹤0.01%
1854
2016
Q3
$38K
Sell
2,055
-161
-7%
-$2.76K
﹤0.01%
1977
2016
Q2
$41K
Buy
2,216
+2,116
+2,116%
+$31.5K
﹤0.01%
1896
2016
Q1
$3K
Sell
100
-2,006
-95%
-$46.7K
﹤0.01%
1987
2015
Q4
$53K
Buy
+2,106
New
+$74.1K
﹤0.01%
1581
Other funds holding BPT
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Voloridge Investment Management
Jupiter, Florida
$25B AUM
28.08%
1-Year Est. Return
WS
Wedbush Securities
Los Angeles, California
$3.43B AUM
24.13%
1-Year Est. Return
CGIC
Continental General Insurance Company
Austin, Texas
$693M AUM
90.58%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
FAM
Formidable Asset Management
Cincinnati, Ohio
$648M AUM
11.62%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close