Institutional & Family Asset Management’s BP BP Stock Holding History

Institutional & Family Asset 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
2024 Q2	$48.9K	Hold	1,355	–	–	0.01%	234
2024 Q1	$51.1K	Hold	1,355	–	–	0.01%	235
2023 Q4	$48K	Hold	1,355	–	–	0.01%	234
2023 Q3	$52.5K	Hold	1,355	–	–	0.01%	214
2023 Q2	$47.8K	Hold	1,355	–	–	0.01%	226
2023 Q1	$51.4K	Hold	1,355	–	–	0.01%	220
2022 Q4	$47.3K	Hold	1,355	–	–	0.01%	224
2022 Q3	$39K	Hold	1,355	–	–	0.01%	241
2022 Q2	$38K	Hold	1,355	–	–	0.01%	247
2022 Q1	$40K	Hold	1,355	–	–	0.01%	276
2021 Q4	$36K	Hold	1,355	–	–	0.01%	299
2021 Q3	$37K	Hold	1,355	–	–	0.01%	371
2021 Q2	$36K	Sell	1,355 -225	-14%	-$5.9K	0.01%	392
2021 Q1	$38K	Buy	1,580 +225	+17%	+$5.42K	0.01%	398
2020 Q4	$28K	Hold	1,355	–	–	0.01%	398
2020 Q3	$24K	Sell	1,355 -50	-4%	-$1.08K	0.01%	381
2020 Q2	$33K	Hold	1,405	–	–	0.01%	339
2020 Q1	$34K	Hold	1,405	–	–	0.01%	304
2019 Q4	$53K	Hold	1,405	–	–	0.01%	308
2019 Q3	$53K	Sell	1,405 -24	-2%	-$916	0.01%	287
2019 Q2	$59K	Hold	1,429	–	–	0.01%	292
2019 Q1	$61K	Sell	1,429 -21	-1%	-$861	0.01%	301
2018 Q4	$53K	Sell	1,450 -22	-1%	-$878	0.01%	313
2018 Q3	$65K	Sell	1,472 -21	-1%	-$878	0.01%	327
2018 Q2	$64K	Sell	1,493 -19	-1%	-$798	0.01%	328
2018 Q1	$57K	Buy	+1,512	New	+$57K	0.01%	313

Other funds holding BP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Institutional & Family Asset Management's BP Position: Q2 2024 in Review

Institutional & Family Asset Management held its BP (BP) position steady in Q2 2024 at 1,355 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #234.

Institutional & Family Asset Management first reported a position in BP in Q1 2018 and has held it in 26 quarters since. The position peaked at $65K in Q3 2018. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Institutional & Family Asset Management held 1,355 shares of BP worth $48.9K as of Q2 2024.
Institutional & Family Asset Management left its BP share count unchanged in Q2 2024.
BP made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #234 holding.
Institutional & Family Asset Management first reported a position in BP in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's BP position peaked at $65K in Q3 2018.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.