PWP
BP icon

Perfromance Wealth Partners’s BP BP Stock Holding History

Perfromance 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
Q1 		– Sell
-39,200
Closed -$1.39M – 168
2023
Q4 		$1.39M Hold
39,200
– – 0.06% 64
2023
Q3 		$1.52M Hold
39,200
– – 0.07% 67
2023
Q2 		$1.38M Hold
39,200
– – 0.06% 69
2023
Q1 		$1.49M Hold
39,200
– – 0.08% 66
2022
Q4 		$1.37M Hold
39,200
– – 0.08% 63
2022
Q3 		$1.12M Buy
+39,200
New +$1.17M 0.06% 62

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

Perfromance Wealth Partners's BP Position: Q1 2024 in Review

Perfromance Wealth Partners sold out of BP (BP) in Q1 2024, closing a stake of 39,200 shares — an estimated $1.39M sold.

Perfromance Wealth Partners first reported a position in BP in Q3 2022 and held it in 6 quarters. The position peaked at $1.52M in Q3 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Perfromance Wealth Partners reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 39,200 BP shares in Q1 2024, an estimated $1.39M.
  • Perfromance Wealth Partners first reported a position in BP in Q3 2022 and held it in 6 quarters.
  • Perfromance Wealth Partners's BP position peaked at $1.52M in Q3 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Perfromance Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.