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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Marks Group Wealth Management's BP Position: Q3 2024 in Review

Marks Group Wealth Management sold out of BP (BP) in Q3 2024, closing a stake of 6,115 shares — an estimated $221K sold.

Marks Group Wealth Management first reported a position in BP in Q1 2022 and held it in 10 quarters. The position peaked at $375K in Q1 2023. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Marks Group Wealth Management reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Marks Group Wealth Management sold 6,115 BP shares in Q3 2024, an estimated $221K.
Marks Group Wealth Management first reported a position in BP in Q1 2022 and held it in 10 quarters.
Marks Group Wealth Management's BP position peaked at $375K in Q1 2023.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Marks Group Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.