Level Financial Advisors’s BP BP Stock Holding History

Level Financial 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	-83	Closed	-$2.94K	–	102
2023 Q4	$2.94K	Hold	83	–	–	﹤0.01%	230
2023 Q3	$3.21K	Hold	83	–	–	﹤0.01%	234
2023 Q2	$2.93K	Hold	83	–	–	﹤0.01%	239
2023 Q1	$3.15K	Hold	83	–	–	﹤0.01%	206
2022 Q4	$3K	Hold	83	–	–	﹤0.01%	206
2022 Q3	$2K	Hold	83	–	–	﹤0.01%	217
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	246
2022 Q1	$2K	Hold	83	–	–	﹤0.01%	206
2021 Q4	$2K	Buy	+83	New	+$2.3K	﹤0.01%	235

Other funds holding BP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Financial Advisors's BP Position: Q1 2024 in Review

Level Financial Advisors sold out of BP (BP) in Q1 2024, closing a stake of 83 shares — an estimated $2.94K sold.

Level Financial Advisors first reported a position in BP in Q4 2021 and held it in 9 quarters. The position peaked at $3.21K in Q3 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

Level Financial Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 83 BP shares in Q1 2024, an estimated $2.94K.
Level Financial Advisors first reported a position in BP in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's BP position peaked at $3.21K in Q3 2023.
1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.