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Marietta Wealth Management’s BP BP Stock Holding History

Marietta 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
Q1 		– Sell
-18,311
Closed -$648K – 101
2023
Q4 		$648K Sell
18,311
-133,522
-88% -$4.89M 0.12% 89
2023
Q3 		$5.88M Buy
151,833
+4,090
+3% +$152K 1.17% 31
2023
Q2 		$5.21M Buy
147,743
+962
+0.7% +$35.6K 0.98% 48
2023
Q1 		$5.57M Sell
146,781
-16,209
-10% -$606K 1.18% 29
2022
Q4 		$5.69M Sell
162,990
-7,542
-4% -$251K 1.29% 32
2022
Q3 		$4.87M Sell
170,532
-2,281
-1% -$67.9K 1.22% 32
2022
Q2 		$4.9M Sell
172,813
-1,170
-0.7% -$35.8K 1.18% 36
2022
Q1 		$5.12M Buy
173,983
+11,613
+7% +$354K 1.07% 39
2021
Q4 		$4.32M Buy
162,370
+9,956
+7% +$276K 0.87% 46
2021
Q3 		$4.17M Buy
152,414
+15,065
+11% +$377K 0.91% 46
2021
Q2 		$3.63M Buy
137,349
+42,658
+45% +$1.12M 0.82% 52
2021
Q1 		$2.31M Buy
+94,691
New +$2.28M 0.57% 67

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marietta Wealth Management's BP Position: Q1 2024 in Review

Marietta Wealth Management sold out of BP (BP) in Q1 2024, closing a stake of 18,311 shares — an estimated $648K sold.

Marietta Wealth Management first reported a position in BP in Q1 2021 and held it in 12 quarters. The position peaked at $5.88M in Q3 2023. 1,201 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Marietta Wealth Management reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Marietta Wealth Management sold 18,311 BP shares in Q1 2024, an estimated $648K.
  • Marietta Wealth Management first reported a position in BP in Q1 2021 and held it in 12 quarters.
  • Marietta Wealth Management's BP position peaked at $5.88M in Q3 2023.
  • 1,201 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Marietta Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.