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Impact Partnership Wealth’s BP BP Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,300
Closed -$49K – 268
2024
Q1 		$49K Hold
1,300
– – 0.02% 326
2023
Q4 		$46K Sell
1,300
-859
-40% -$31.5K 0.02% 338
2023
Q3 		$83.6K Buy
2,159
+1,300
+151% +$48.3K 0.03% 337
2023
Q2 		$30.3K Buy
+859
New +$31.8K 0.01% 297

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Impact Partnership Wealth's BP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of BP (BP) in Q2 2024, closing a stake of 1,300 shares — an estimated $49K sold.

Impact Partnership Wealth first reported a position in BP in Q2 2023 and held it in 4 quarters. The position peaked at $83.6K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining BP position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,300 BP shares in Q2 2024, an estimated $49K.
  • Impact Partnership Wealth first reported a position in BP in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's BP position peaked at $83.6K in Q3 2023.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.