Monograph Wealth Advisors’s BP BP Stock Holding History

Monograph 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 Q2	–	Sell	-41,233	Closed	-$1.55M	–	121
2024 Q1	$1.55M	Buy	+41,233	New	+$1.48M	0.23%	37
2023 Q4	–	Sell	-30,049	Closed	-$1.16M	–	113
2023 Q3	$1.16M	Buy	+30,049	New	+$1.12M	0.23%	38

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

Monograph Wealth Advisors's BP Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of BP (BP) in Q2 2024, closing a stake of 41,233 shares — an estimated $1.55M sold.

Monograph Wealth Advisors first reported a position in BP in Q3 2023 and held it in 2 quarters. The position peaked at $1.55M in Q1 2024. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Monograph Wealth Advisors reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 41,233 BP shares in Q2 2024, an estimated $1.55M.
Monograph Wealth Advisors first reported a position in BP in Q3 2023 and held it in 2 quarters.
Monograph Wealth Advisors's BP position peaked at $1.55M in Q1 2024.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.