Laffer Tengler Investments’s BP BP Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-117	Closed	-$4.24K	–	199
2024 Q2	$4.24K	Buy	117 +23	+24%	+$862	﹤0.01%	344
2024 Q1	$3.55K	Buy	+94	New	+$3.37K	﹤0.01%	353
2022 Q4	–	Sell	-10	Closed	-$285	–	424
2022 Q3	$285	Hold	10	–	–	﹤0.01%	419
2022 Q2	$283	Hold	10	–	–	﹤0.01%	377
2022 Q1	$294	Buy	+10	New	+$305	﹤0.01%	409

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Laffer Tengler Investments's BP Position: Q3 2024 in Review

Laffer Tengler Investments sold out of BP (BP) in Q3 2024, closing a stake of 117 shares — an estimated $4.24K sold.

Laffer Tengler Investments first reported a position in BP in Q1 2022 and held it in 5 quarters. The position peaked at $4.24K in Q2 2024. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Laffer Tengler Investments reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 117 BP shares in Q3 2024, an estimated $4.24K.
Laffer Tengler Investments first reported a position in BP in Q1 2022 and held it in 5 quarters.
Laffer Tengler Investments's BP position peaked at $4.24K in Q2 2024.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.