Keebeck Wealth Management’s BP BP Stock Holding History

Keebeck 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 Q4	–	Sell	-8,179	Closed	-$257K	–	282
2024 Q3	$257K	Buy	8,179 +22	+0.3%	+$744	0.04%	222
2024 Q2	$294K	Sell	8,157 -2,650	-25%	-$99.3K	0.04%	221
2024 Q1	$407K	Sell	10,807 -4,000	-27%	-$143K	0.06%	202
2023 Q4	$524K	Sell	14,807 -250	-2%	-$9.15K	0.09%	172
2023 Q3	$583K	Hold	15,057	–	–	0.1%	155
2023 Q2	$531K	Hold	15,057	–	–	0.07%	175
2023 Q1	$571K	Buy	15,057 +57	+0.4%	+$2.13K	0.09%	148
2022 Q4	$524K	Hold	15,000	–	–	0.09%	150
2022 Q3	$428K	Hold	15,000	–	–	0.08%	167
2022 Q2	$425K	Buy	15,000 +580	+4%	+$17.8K	0.08%	168
2022 Q1	$424K	Hold	14,420	–	–	0.07%	171
2021 Q4	$384K	Sell	14,420 -1,000	-6%	-$27.7K	0.07%	168
2021 Q3	$421K	Sell	15,420 -159	-1%	-$3.98K	0.08%	152
2021 Q2	$412K	Buy	15,579 +4,189	+37%	+$110K	0.06%	182
2021 Q1	$277K	Buy	+11,390	New	+$274K	0.04%	207
2020 Q3	–	Sell	-947	Closed	-$22K	–	200
2020 Q2	$22K	Buy	+947	New	+$22.7K	0.01%	271

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Keebeck Wealth Management's BP Position: Q4 2024 in Review

Keebeck Wealth Management sold out of BP (BP) in Q4 2024, closing a stake of 8,179 shares — an estimated $257K sold.

Keebeck Wealth Management first reported a position in BP in Q2 2020 and held it in 16 quarters. The position peaked at $583K in Q3 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Keebeck Wealth Management reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Keebeck Wealth Management sold 8,179 BP shares in Q4 2024, an estimated $257K.
Keebeck Wealth Management first reported a position in BP in Q2 2020 and held it in 16 quarters.
Keebeck Wealth Management's BP position peaked at $583K in Q3 2023.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Keebeck Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.