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Milestone Investment Advisors’s BP BP Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-606
Closed -$23.5K – 168
2023
Q3 		$23.5K Buy
+606
New +$22.5K 0.01% 246
2023
Q2 		– Sell
-1,911
Closed -$72.5K – 163
2023
Q1 		$72.5K Buy
+1,911
New +$71.4K 0.02% 169

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

Milestone Investment Advisors's BP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of BP (BP) in Q4 2023, closing a stake of 606 shares — an estimated $23.5K sold.

Milestone Investment Advisors first reported a position in BP in Q1 2023 and held it in 2 quarters. The position peaked at $72.5K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 606 BP shares in Q4 2023, an estimated $23.5K.
  • Milestone Investment Advisors first reported a position in BP in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's BP position peaked at $72.5K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.