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KLR Investment Advisors’s BP BP Stock Holding History

KLR Investment Advisors’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
Q1 		– Sell
-6,779
Closed -$240K – 188
2023
Q4 		$240K Sell
6,779
-15,045
-69% -$551K 0.17% 168
2023
Q3 		$828K Sell
21,824
-19
-0.1% -$705 0.75% 30
2023
Q2 		$771K Sell
21,843
-870
-4% -$32.2K 0.63% 35
2023
Q1 		$862K Buy
+22,713
New +$849K 0.76% 29

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KLR Investment Advisors's BP Position: Q1 2024 in Review

KLR Investment Advisors sold out of BP (BP) in Q1 2024, closing a stake of 6,779 shares — an estimated $240K sold.

KLR Investment Advisors first reported a position in BP in Q1 2023 and held it in 4 quarters. The position peaked at $862K in Q1 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • KLR Investment Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • KLR Investment Advisors sold 6,779 BP shares in Q1 2024, an estimated $240K.
  • KLR Investment Advisors first reported a position in BP in Q1 2023 and held it in 4 quarters.
  • KLR Investment Advisors's BP position peaked at $862K in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.