MFA Wealth Advisors’s BP BP Stock Holding History

MFA Wealth Advisors’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 Q4	–	Sell	-100	Closed	-$3.14K	–	114
2024 Q3	$3.14K	Hold	100	–	–	﹤0.01%	414
2024 Q2	$3.61K	Buy	+100	New	+$3.75K	﹤0.01%	415
2020 Q3	–	Sell	-394	Closed	-$9.19K	–	58
2020 Q2	$9.19K	Buy	+394	New	+$9.46K	0.01%	165

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFA Wealth Advisors's BP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of BP (BP) in Q4 2024, closing a stake of 100 shares — an estimated $3.14K sold.

MFA Wealth Advisors first reported a position in BP in Q2 2020 and held it in 3 quarters. The position peaked at $9.19K in Q2 2020. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

MFA Wealth Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 100 BP shares in Q4 2024, an estimated $3.14K.
MFA Wealth Advisors first reported a position in BP in Q2 2020 and held it in 3 quarters.
MFA Wealth Advisors's BP position peaked at $9.19K in Q2 2020.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.