Northwest Financial Advisors’s BP BP Stock Holding History

Northwest Financial 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 Q4	–	Sell	-1,158	Closed	-$36.4K	–	165
2024 Q3	$36.4K	Buy	+1,158	New	+$39.2K	0.03%	260
2024 Q1	–	Sell	-1,158	Closed	-$41K	–	142
2023 Q4	$41K	Buy	+1,158	New	+$42.4K	0.03%	234

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

Northwest Financial Advisors's BP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of BP (BP) in Q4 2024, closing a stake of 1,158 shares — an estimated $36.4K sold.

Northwest Financial Advisors first reported a position in BP in Q4 2023 and held it in 2 quarters. The position peaked at $41K in Q4 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Northwest Financial Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 1,158 BP shares in Q4 2024, an estimated $36.4K.
Northwest Financial Advisors first reported a position in BP in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's BP position peaked at $41K in Q4 2023.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.