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Legacy Advisors’s BP BP Stock Holding History

Legacy 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
-8,230
Closed -$291K – 316
2023
Q4 		$291K Sell
8,230
-8,262
-50% -$303K 0.04% 251
2023
Q3 		$639K Buy
16,492
+6,794
+70% +$252K 0.1% 164
2023
Q2 		$342K Buy
9,698
+590
+6% +$21.8K 0.05% 208
2023
Q1 		$346K Buy
+9,108
New +$340K 0.06% 187
2018
Q4 		– Sell
-419
Closed -$18K – 154
2018
Q3 		$18K Sell
419
-6
-1% -$251 0.01% 306
2018
Q2 		$18K Sell
425
-5
-1% -$210 0.01% 262
2018
Q1 		$17K Sell
430
-7
-2% -$264 0.01% 220
2017
Q4 		$16K Sell
437
-134
-23% -$4.85K 0.02% 205
2017
Q3 		$19K Buy
571
+120
+27% +$3.81K 0.02% 165
2017
Q2 		$13K Sell
451
-8
-2% -$249 0.02% 153
2017
Q1 		$13K Sell
459
-8
-2% -$243 0.02% 143
2016
Q4 		$14K Buy
+467
New +$14.1K 0.02% 157

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

Legacy Advisors's BP Position: Q1 2024 in Review

Legacy Advisors sold out of BP (BP) in Q1 2024, closing a stake of 8,230 shares — an estimated $291K sold.

Legacy Advisors first reported a position in BP in Q4 2016 and held it in 12 quarters. The position peaked at $639K in Q3 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Legacy Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Legacy Advisors sold 8,230 BP shares in Q1 2024, an estimated $291K.
  • Legacy Advisors first reported a position in BP in Q4 2016 and held it in 12 quarters.
  • Legacy Advisors's BP position peaked at $639K in Q3 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Legacy Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.