KMWM
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Keudell/Morrison Wealth Management’s BP BP Stock Holding History

Keudell/Morrison 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
Q3 		– Sell
-6,406
Closed -$226K – 180
2023
Q2 		$226K Sell
6,406
-18
-0.3% -$666 0.07% 175
2023
Q1 		$244K Sell
6,424
-1,321
-17% -$49.4K 0.07% 160
2022
Q4 		$271K Sell
7,745
-681
-8% -$22.7K 0.09% 151
2022
Q3 		$241K Sell
8,426
-454
-5% -$13.5K 0.09% 160
2022
Q2 		$252K Sell
8,880
-104
-1% -$3.19K 0.09% 149
2022
Q1 		$264K Sell
8,984
-394
-4% -$12K 0.11% 149
2021
Q4 		$250K Sell
9,378
-492
-5% -$13.6K 0.1% 161
2021
Q3 		$270K Buy
9,870
+1,512
+18% +$37.9K 0.12% 143
2021
Q2 		$221K Buy
8,358
+66
+0.8% +$1.73K 0.12% 158
2021
Q1 		$202K Buy
+8,292
New +$200K 0.12% 162
2020
Q4 		– Sell
-21,543
Closed -$376K – 157
2020
Q3 		$376K Sell
21,543
-14,592
-40% -$316K 0.24% 99
2020
Q2 		$843K Sell
36,135
-2,143
-6% -$51.4K 0.7% 48
2020
Q1 		$934K Buy
38,278
+3,478
+10% +$112K 0.91% 33
2019
Q4 		$1.31M Sell
34,800
-804
-2% -$30.5K 0.91% 31
2019
Q3 		$1.35M Buy
35,604
+1,026
+3% +$39.1K 1.12% 25
2019
Q2 		$1.28M Buy
34,578
+2,814
+9% +$118K 1.12% 27
2019
Q1 		$1.37M Buy
+31,764
New +$1.3M 1.2% 21

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
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

Keudell/Morrison Wealth Management's BP Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of BP (BP) in Q3 2023, closing a stake of 6,406 shares — an estimated $226K sold.

Keudell/Morrison Wealth Management first reported a position in BP in Q1 2019 and held it in 17 quarters. The position peaked at $1.37M in Q1 2019. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Keudell/Morrison Wealth Management reported no remaining BP position as of Q3 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 6,406 BP shares in Q3 2023, an estimated $226K.
  • Keudell/Morrison Wealth Management first reported a position in BP in Q1 2019 and held it in 17 quarters.
  • Keudell/Morrison Wealth Management's BP position peaked at $1.37M in Q1 2019.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.