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Oak Family Advisors’s BP BP Stock Holding History

Oak Family 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
Q1 		– Sell
-46,610
Closed -$1.65M – 121
2023
Q4 		$1.65M Sell
46,610
-34,924
-43% -$1.28M 0.69% 43
2023
Q3 		$3.16M Buy
81,534
+25,325
+45% +$940K 1.49% 28
2023
Q2 		$1.98M Buy
56,209
+19,222
+52% +$711K 0.94% 34
2023
Q1 		$1.4M Buy
+36,987
New +$1.38M 0.69% 43

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Family Advisors's BP Position: Q1 2024 in Review

Oak Family Advisors sold out of BP (BP) in Q1 2024, closing a stake of 46,610 shares — an estimated $1.65M sold.

Oak Family Advisors first reported a position in BP in Q1 2023 and held it in 4 quarters. The position peaked at $3.16M in Q3 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Oak Family Advisors reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Oak Family Advisors sold 46,610 BP shares in Q1 2024, an estimated $1.65M.
  • Oak Family Advisors first reported a position in BP in Q1 2023 and held it in 4 quarters.
  • Oak Family Advisors's BP position peaked at $3.16M in Q3 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Oak Family Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.