Prevail Innovative Wealth Advisors’s BP BP Stock Holding History

Prevail Innovative Wealth Advisors’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	-90,018	Closed	-$2.83M	–	167
2024 Q3	$2.83M	Buy	90,018 +11,954	+15%	+$404K	0.86%	46
2024 Q2	$2.82M	Buy	+78,064	New	+$2.93M	1%	37

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

Prevail Innovative Wealth Advisors's BP Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of BP (BP) in Q4 2024, closing a stake of 90,018 shares — an estimated $2.83M sold.

Prevail Innovative Wealth Advisors first reported a position in BP in Q2 2024 and held it in 2 quarters. The position peaked at $2.83M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Prevail Innovative Wealth Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 90,018 BP shares in Q4 2024, an estimated $2.83M.
Prevail Innovative Wealth Advisors first reported a position in BP in Q2 2024 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's BP position peaked at $2.83M in Q3 2024.
1,086 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.