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Pathway Financial Advisers’s BP BP Stock Holding History

Pathway Financial Advisers’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
-359
Closed -$12.7K – 454
2023
Q4 		$12.7K Hold
359
– – ﹤0.01% 335
2023
Q3 		$13.9K Buy
+359
New +$13.3K 0.01% 325
2023
Q1 		$15.7K Sell
413
-357
-46% -$13.3K 0.01% 331
2022
Q4 		$26.9K Buy
+770
New +$25.6K 0.01% 295

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

Pathway Financial Advisers's BP Position: Q1 2024 in Review

Pathway Financial Advisers sold out of BP (BP) in Q1 2024, closing a stake of 359 shares — an estimated $12.7K sold.

Pathway Financial Advisers first reported a position in BP in Q4 2022 and held it in 4 quarters. The position peaked at $26.9K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Pathway Financial Advisers reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 359 BP shares in Q1 2024, an estimated $12.7K.
  • Pathway Financial Advisers first reported a position in BP in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's BP position peaked at $26.9K in Q4 2022.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.