Janiczek Wealth Management’s BP BP Stock Holding History

Janiczek 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
2024 Q2	$240K	Hold	6,638	–	–	0.05%	165
2024 Q1	$250K	Hold	6,638	–	–	0.05%	157
2023 Q4	$235K	Sell	6,638 -51	-0.8%	-$1.87K	0.06%	143
2023 Q3	$259K	Buy	6,689 +51	+0.8%	+$1.89K	0.07%	117
2023 Q2	$234K	Hold	6,638	–	–	0.06%	114
2023 Q1	$269K	Hold	6,638	–	–	0.08%	97
2022 Q4	$234K	Hold	6,638	–	–	0.07%	105
2022 Q3	$201K	Hold	6,638	–	–	0.07%	100
2022 Q2	$195K	Hold	6,638	–	–	0.06%	104
2022 Q1	$195K	Hold	6,638	–	–	0.05%	121
2021 Q4	$177K	Hold	6,638	–	–	0.05%	120
2021 Q3	$181K	Hold	6,638	–	–	0.06%	100
2021 Q2	$175K	Hold	6,638	–	–	0.06%	96
2021 Q1	$162K	Hold	6,638	–	–	0.06%	83
2020 Q4	$136K	Hold	6,638	–	–	0.07%	85
2020 Q3	$116K	Sell	6,638 -6,600	-50%	-$143K	0.06%	62
2020 Q2	$309K	Buy	+13,238	New	+$318K	0.17%	33

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

Janiczek Wealth Management's BP Position: Q2 2024 in Review

Janiczek Wealth Management held its BP (BP) position steady in Q2 2024 at 6,638 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #165.

Janiczek Wealth Management first reported a position in BP in Q2 2020 and has held it in 17 quarters since. The position peaked at $309K in Q2 2020. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Janiczek Wealth Management held 6,638 shares of BP worth $240K as of Q2 2024.
Janiczek Wealth Management left its BP share count unchanged in Q2 2024.
BP made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #165 holding.
Janiczek Wealth Management first reported a position in BP in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's BP position peaked at $309K in Q2 2020.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.