Litman Gregory Wealth Management’s BP BP Stock Holding History

Litman Gregory Wealth Management’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 Q2	–	Sell	-5,375	Closed	-$203K	–	135
2024 Q1	$203K	Sell	5,375 -500	-9%	-$17.9K	0.02%	129
2023 Q4	$208K	Sell	5,875 -1,000	-15%	-$36.6K	0.02%	116
2023 Q3	$266K	Buy	+6,875	New	+$255K	0.03%	108
2019 Q3	–	Sell	-539	Closed	-$22K	–	223
2019 Q2	$22K	Hold	539	–	–	0.01%	133
2019 Q1	$23K	Sell	539 -8	-1%	-$328	0.01%	85
2018 Q4	$20K	Buy	+547	New	+$21.8K	0.01%	95

Other funds holding BP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Litman Gregory Wealth Management's BP Position: Q2 2024 in Review

Litman Gregory Wealth Management sold out of BP (BP) in Q2 2024, closing a stake of 5,375 shares — an estimated $203K sold.

Litman Gregory Wealth Management first reported a position in BP in Q4 2018 and held it in 6 quarters. The position peaked at $266K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Litman Gregory Wealth Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Litman Gregory Wealth Management sold 5,375 BP shares in Q2 2024, an estimated $203K.
Litman Gregory Wealth Management first reported a position in BP in Q4 2018 and held it in 6 quarters.
Litman Gregory Wealth Management's BP position peaked at $266K in Q3 2023.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.