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Lauer Wealth’s BP BP Stock Holding History

Lauer Wealth’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
-6,186
Closed -$217K – 38
2024
Q2 		$217K Buy
+6,186
New +$232K 0.17% 43

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lauer Wealth's BP Position: Q3 2024 in Review

Lauer Wealth sold out of BP (BP) in Q3 2024, closing a stake of 6,186 shares — an estimated $217K sold.

Lauer Wealth first reported a position in BP in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Lauer Wealth reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Lauer Wealth sold 6,186 BP shares in Q3 2024, an estimated $217K.
  • Lauer Wealth first reported a position in BP in Q2 2024 and held it in 1 quarter.
  • Lauer Wealth's BP position peaked at $217K in Q2 2024.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.