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Marks Group Wealth Management’s BP BP Stock Holding History

Marks Group 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
Q3 		– Sell
-6,115
Closed -$221K – 297
2024
Q2 		$221K Sell
6,115
-55
-0.9% -$2.06K 0.02% 281
2024
Q1 		$232K Sell
6,170
-173
-3% -$6.2K 0.02% 286
2023
Q4 		$225K Sell
6,343
-348
-5% -$12.7K 0.03% 282
2023
Q3 		$259K Sell
6,691
-3,200
-32% -$119K 0.03% 255
2023
Q2 		$349K Buy
9,891
+12
+0.1% +$444 0.04% 235
2023
Q1 		$375K Buy
9,879
+2,767
+39% +$103K 0.05% 230
2022
Q4 		$248K Sell
7,112
-295
-4% -$9.82K 0.03% 253
2022
Q3 		$211K Buy
7,407
+307
+4% +$9.13K 0.03% 257
2022
Q2 		$201K Buy
7,100
+6
+0.1% +$184 0.03% 280
2022
Q1 		$208K Buy
+7,094
New +$216K 0.03% 294

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return