LSAG
BP icon

Lake Street Advisors Group’s BP BP Stock Holding History

Lake Street Advisors Group’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 		$285K Buy
9,654
+801
+9% +$24.1K 0.01% 464
2024
Q3 		$278K Sell
8,853
-667
-7% -$22.6K 0.01% 477
2024
Q2 		$344K Buy
9,520
+209
+2% +$7.83K 0.02% 408
2024
Q1 		$351K Sell
9,311
-828
-8% -$29.7K 0.02% 421
2023
Q4 		$359K Sell
10,139
-77
-0.8% -$2.82K 0.02% 392
2023
Q3 		$396K Sell
10,216
-480
-4% -$17.8K 0.02% 216
2023
Q2 		$378K Buy
10,696
+193
+2% +$7.14K 0.02% 217
2023
Q1 		$399K Sell
10,503
-601
-5% -$22.5K 0.02% 206
2022
Q4 		$388K Buy
11,104
+157
+1% +$5.22K 0.03% 205
2022
Q3 		$313K Sell
10,947
-129
-1% -$3.84K 0.02% 209
2022
Q2 		$314K Buy
11,076
+596
+6% +$18.3K 0.02% 184
2022
Q1 		$308K Buy
+10,480
New +$319K 0.02% 186
2021
Q4 		– Sell
-10,529
Closed -$288K – 287
2021
Q3 		$288K Buy
+10,529
New +$264K 0.03% 141
2020
Q3 		– Sell
-10,570
Closed -$246K – 288
2020
Q2 		$246K Sell
10,570
-1,292
-11% -$31K 0.02% 229
2020
Q1 		$289K Buy
11,862
+1,141
+11% +$36.9K 0.04% 182
2019
Q4 		$405K Buy
10,721
+539
+5% +$20.5K 0.04% 136
2019
Q3 		$387K Sell
10,182
-1,371
-12% -$52.3K 0.04% 119
2019
Q2 		$474K Buy
11,553
+69
+0.6% +$2.89K 0.05% 105
2019
Q1 		$494K Buy
11,484
+358
+3% +$14.7K 0.05% 107
2018
Q4 		$409K Buy
11,126
+281
+3% +$11.2K 0.05% 111
2018
Q3 		$477K Sell
10,845
-1,737
-14% -$72.6K 0.05% 99
2018
Q2 		$541K Sell
12,582
-4,669
-27% -$196K 0.05% 146
2018
Q1 		$650K Buy
+17,251
New +$650K 0.07% 104

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Street Advisors Group's BP Position: Q4 2024 in Review

Lake Street Advisors Group increased its BP (BP) stake by 9% in Q4 2024, buying an estimated $24.1K and bringing the position to 9,654 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #464.

Lake Street Advisors Group first reported a position in BP in Q1 2018 and has held it in 23 quarters since. The position peaked at $650K in Q1 2018. 1,085 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Lake Street Advisors Group held 9,654 shares of BP worth $285K as of Q4 2024.
  • Lake Street Advisors Group bought 801 BP shares in Q4 2024, an estimated $24.1K.
  • BP made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #464 holding.
  • Lake Street Advisors Group first reported a position in BP in Q1 2018 and has held it in 23 quarters since.
  • Lake Street Advisors Group's BP position peaked at $650K in Q1 2018.
  • 1,085 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.