MKT Advisors’s BP BP Stock Holding History

MKT 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 Q2	–	Sell	-5,222	Closed	-$206K	–	153
2024 Q1	$206K	Sell	5,222 -400	-7%	-$14.3K	0.11%	136
2023 Q4	$203K	Sell	5,622 -250	-4%	-$9.15K	0.13%	137
2023 Q3	$222K	Hold	5,872	–	–	0.17%	120
2023 Q2	$216K	Hold	5,872	–	–	0.15%	128
2023 Q1	$234K	Hold	5,872	–	–	0.18%	114
2022 Q4	$206K	Buy	+5,872	New	+$195K	0.16%	133
2022 Q2	–	Sell	-6,872	Closed	-$204K	–	137
2022 Q1	$204K	Sell	6,872 -625	-8%	-$19.1K	0.15%	132
2021 Q4	$236K	Buy	+7,497	New	+$208K	0.18%	119

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MKT Advisors's BP Position: Q2 2024 in Review

MKT Advisors sold out of BP (BP) in Q2 2024, closing a stake of 5,222 shares — an estimated $206K sold.

MKT Advisors first reported a position in BP in Q4 2021 and held it in 8 quarters. The position peaked at $236K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

MKT Advisors reported no remaining BP position as of Q2 2024 after selling out during the quarter.
MKT Advisors sold 5,222 BP shares in Q2 2024, an estimated $206K.
MKT Advisors first reported a position in BP in Q4 2021 and held it in 8 quarters.
MKT Advisors's BP position peaked at $236K in Q4 2021.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on MKT Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.