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Naples Money Management’s BP BP Stock Holding History

Naples Money 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
Q3 		$222K Buy
7,061
+182
+3% +$6.16K 0.19% 50
2024
Q2 		$251K Buy
6,879
+78
+1% +$2.92K 0.21% 44
2024
Q1 		$256K Hold
6,801
– – 0.26% 45
2023
Q4 		$241K Buy
+6,801
New +$249K 0.23% 48

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Naples Money Management's BP Position: Q3 2024 in Review

Naples Money Management increased its BP (BP) stake by 2.6% in Q3 2024, buying an estimated $6.16K and bringing the position to 7,061 shares worth $222K. The position accounts for 0.19% of the portfolio, ranked #50.

Naples Money Management first reported a position in BP in Q4 2023 and has held it in 4 quarters since. The position peaked at $256K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Naples Money Management held 7,061 shares of BP worth $222K as of Q3 2024.
  • Naples Money Management bought 182 BP shares in Q3 2024, an estimated $6.16K.
  • BP made up 0.19% of Naples Money Management's portfolio in Q3 2024, its #50 holding.
  • Naples Money Management first reported a position in BP in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's BP position peaked at $256K in Q1 2024.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.