Planned Solutions’s BP BP Stock Holding History

Planned Solutions’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	-22	Closed	-$691	–	178
2024 Q3	$691	Buy	+22	New	+$744	﹤0.01%	600
2024 Q1	–	Sell	-22	Closed	-$779	–	151
2023 Q4	$779	Buy	+22	New	+$806	﹤0.01%	544
2020 Q4	–	Sell	-250	Closed	-$4K	–	458
2020 Q3	$4K	Buy	+250	New	+$5.41K	﹤0.01%	283

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Planned Solutions's BP Position: Q4 2024 in Review

Planned Solutions sold out of BP (BP) in Q4 2024, closing a stake of 22 shares — an estimated $691 sold.

Planned Solutions first reported a position in BP in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 1,086 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Planned Solutions reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 22 BP shares in Q4 2024, an estimated $691.
Planned Solutions first reported a position in BP in Q3 2020 and held it in 3 quarters.
Planned Solutions's BP position peaked at $4K in Q3 2020.
1,086 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.