Moran Wealth Management’s BP BP Stock Holding History

Moran Wealth Management’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	-9,853	Closed	-$309K	–	417
2024 Q3	$309K	Sell	9,853 -209,795	-96%	-$7.1M	0.01%	389
2024 Q2	$7.93M	Buy	219,648 +1,545	+0.7%	+$57.9K	0.26%	126
2024 Q1	$8.22M	Sell	218,103 -860	-0.4%	-$30.8K	0.27%	130
2023 Q4	$7.75M	Sell	218,963 -329,060	-60%	-$12.1M	0.28%	123
2023 Q3	$21.2M	Buy	548,023 +11,567	+2%	+$429K	0.82%	26
2023 Q2	$18.9M	Buy	536,456 +27,710	+5%	+$1.03M	0.71%	41
2023 Q1	$19.3M	Buy	508,746 +40,955	+9%	+$1.53M	0.73%	40
2022 Q4	$16.3M	Buy	+467,791	New	+$15.6M	0.62%	46

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

Moran Wealth Management's BP Position: Q4 2024 in Review

Moran Wealth Management sold out of BP (BP) in Q4 2024, closing a stake of 9,853 shares — an estimated $309K sold.

Moran Wealth Management first reported a position in BP in Q4 2022 and held it in 8 quarters. The position peaked at $21.2M in Q3 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Moran Wealth Management reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 9,853 BP shares in Q4 2024, an estimated $309K.
Moran Wealth Management first reported a position in BP in Q4 2022 and held it in 8 quarters.
Moran Wealth Management's BP position peaked at $21.2M in Q3 2023.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.