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Mechanics Financial Corp’s BP BP Stock Holding History

Mechanics Financial Corp’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
2023
Q4 		– Sell
-475
Closed -$18.4K – 214
2023
Q3 		$18.4K Hold
475
– – 0.01% 162
2023
Q2 		$16.8K Buy
+475
New +$17.6K 0.01% 165
2022
Q3 		– Sell
-300
Closed -$9K – 228
2022
Q2 		$9K Hold
300
– – 0.01% 182
2022
Q1 		$9K Hold
300
– – ﹤0.01% 180
2021
Q4 		$8K Buy
+300
New +$8.32K ﹤0.01% 188

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mechanics Financial Corp's BP Position: Q4 2023 in Review

Mechanics Financial Corp sold out of BP (BP) in Q4 2023, closing a stake of 475 shares — an estimated $18.4K sold.

Mechanics Financial Corp first reported a position in BP in Q4 2021 and held it in 5 quarters. The position peaked at $18.4K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Mechanics Financial Corp reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Mechanics Financial Corp sold 475 BP shares in Q4 2023, an estimated $18.4K.
  • Mechanics Financial Corp first reported a position in BP in Q4 2021 and held it in 5 quarters.
  • Mechanics Financial Corp's BP position peaked at $18.4K in Q3 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Mechanics Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.