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Mitchell McLeod Pugh & Williams’s BP BP Stock Holding History

Mitchell McLeod Pugh & Williams’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
-6,951
Closed -$218K – 259
2024
Q3 		$218K Sell
6,951
-268
-4% -$9.07K 0.05% 254
2024
Q2 		$261K Buy
7,219
+258
+4% +$9.67K 0.06% 226
2024
Q1 		$262K Buy
+6,961
New +$250K 0.06% 227

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's BP Position: Q4 2024 in Review

Mitchell McLeod Pugh & Williams sold out of BP (BP) in Q4 2024, closing a stake of 6,951 shares — an estimated $218K sold.

Mitchell McLeod Pugh & Williams first reported a position in BP in Q1 2024 and held it in 3 quarters. The position peaked at $262K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Mitchell McLeod Pugh & Williams reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 6,951 BP shares in Q4 2024, an estimated $218K.
  • Mitchell McLeod Pugh & Williams first reported a position in BP in Q1 2024 and held it in 3 quarters.
  • Mitchell McLeod Pugh & Williams's BP position peaked at $262K in Q1 2024.
  • 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2024, filed 16 Jan 2025.