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Obermeyer Wealth Partners’s BP BP Stock Holding History

Obermeyer Wealth Partners’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 		– Sell
-6,433
Closed -$232K – 268
2024
Q2 		$232K Buy
6,433
+940
+17% +$35.2K 0.01% 217
2024
Q1 		$207K Buy
+5,493
New +$197K 0.01% 244
2022
Q4 		– Sell
-14,174
Closed -$405K – 229
2022
Q3 		$405K Buy
14,174
+1,380
+11% +$41.1K 0.03% 124
2022
Q2 		$363K Hold
12,794
– – 0.03% 130
2022
Q1 		$376K Hold
12,794
– – 0.02% 143
2021
Q4 		$341K Sell
12,794
-314
-2% -$8.71K 0.02% 156
2021
Q3 		$358K Buy
13,108
+314
+2% +$7.87K 0.02% 145
2021
Q2 		$338K Sell
12,794
-9,206
-42% -$241K 0.02% 158
2021
Q1 		$536K Sell
22,000
-1,246
-5% -$30K 0.03% 119
2020
Q4 		$477K Hold
23,246
– – 0.03% 93
2020
Q3 		$406K Sell
23,246
-212
-0.9% -$4.59K 0.03% 96
2020
Q2 		$547K Buy
+23,458
New +$563K 0.05% 73
2017
Q1 		– Sell
-7,949
Closed -$255K – 131
2016
Q4 		$255K Sell
7,949
-145
-2% -$4.36K 0.02% 116
2016
Q3 		$239K Hold
8,094
– – 0.02% 114
2016
Q2 		$242K Hold
8,094
– – 0.02% 115
2016
Q1 		$206K Hold
8,094
– – 0.02% 116
2015
Q4 		$213K Sell
8,094
-217
-3% -$6.17K 0.02% 114
2015
Q3 		$214K Buy
8,311
+1,525
+22% +$44.7K 0.02% 111
2015
Q2 		$228K Sell
6,786
-96
-1% -$3.36K 0.02% 118
2015
Q1 		$223K Hold
6,882
– – 0.02% 124
2014
Q4 		$218K Buy
+6,882
New +$231K 0.02% 133
2013
Q3 		– Sell
-1,825
Closed -$62K – 83
2013
Q2 		$62K Buy
+1,825
New +$63.5K 0.02% 107

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 $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Obermeyer Wealth Partners's BP Position: Q3 2024 in Review

Obermeyer Wealth Partners sold out of BP (BP) in Q3 2024, closing a stake of 6,433 shares — an estimated $232K sold.

Obermeyer Wealth Partners first reported a position in BP in Q2 2013 and held it in 22 quarters. The position peaked at $547K in Q2 2020. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Obermeyer Wealth Partners reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 6,433 BP shares in Q3 2024, an estimated $232K.
  • Obermeyer Wealth Partners first reported a position in BP in Q2 2013 and held it in 22 quarters.
  • Obermeyer Wealth Partners's BP position peaked at $547K in Q2 2020.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2024, filed 5 Nov 2024.