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Onyx Bridge Wealth Group’s BP BP Stock Holding History

Onyx Bridge Wealth Group’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
-14,881
Closed -$467K – 285
2024
Q3 		$467K Sell
14,881
-3,036
-17% -$103K 0.07% 168
2024
Q2 		$647K Hold
17,917
– – 0.11% 128
2024
Q1 		$707K Sell
17,917
-233
-1% -$8.35K 0.13% 118
2023
Q4 		$643K Sell
18,150
-196
-1% -$7.18K 0.13% 110
2023
Q3 		$710K Sell
18,346
-800
-4% -$29.7K 0.17% 95
2023
Q2 		$676K Sell
19,146
-2,321
-11% -$85.9K 0.16% 103
2023
Q1 		$814K Sell
21,467
-1,015
-5% -$37.9K 0.33% 57
2022
Q4 		$775K Sell
22,482
-1,295
-5% -$43.1K 0.32% 47
2022
Q3 		$712K Sell
23,777
-831
-3% -$24.7K 0.32% 49
2022
Q2 		$678K Buy
24,608
+5,602
+29% +$172K 0.3% 45
2022
Q1 		$544K Buy
19,006
+11,024
+138% +$336K 0.21% 62
2021
Q4 		$218K Buy
7,982
+90
+1% +$2.5K 0.07% 143
2021
Q3 		$234K Buy
+7,892
New +$198K 0.09% 129

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Onyx Bridge Wealth Group's BP Position: Q4 2024 in Review

Onyx Bridge Wealth Group sold out of BP (BP) in Q4 2024, closing a stake of 14,881 shares — an estimated $467K sold.

Onyx Bridge Wealth Group first reported a position in BP in Q3 2021 and held it in 13 quarters. The position peaked at $814K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Onyx Bridge Wealth Group reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 14,881 BP shares in Q4 2024, an estimated $467K.
  • Onyx Bridge Wealth Group first reported a position in BP in Q3 2021 and held it in 13 quarters.
  • Onyx Bridge Wealth Group's BP position peaked at $814K in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2024, filed 27 Jan 2025.