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Independent Solutions Wealth Management’s BP BP Stock Holding History

Independent Solutions Wealth Management’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
2023
Q4 		– Sell
-5,204
Closed -$201K – 171
2023
Q3 		$201K Sell
5,204
-1,492
-22% -$55.4K 0.05% 194
2023
Q2 		$236K Buy
+6,696
New +$248K 0.06% 193

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Solutions Wealth Management's BP Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of BP (BP) in Q4 2023, closing a stake of 5,204 shares — an estimated $201K sold.

Independent Solutions Wealth Management first reported a position in BP in Q2 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,204 BP shares in Q4 2023, an estimated $201K.
  • Independent Solutions Wealth Management first reported a position in BP in Q2 2023 and held it in 2 quarters.
  • Independent Solutions Wealth Management's BP position peaked at $236K in Q2 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.