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Prosperitas Financial’s BP BP Stock Holding History

Prosperitas Financial’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
-65,476
Closed -$2.06M – 66
2024
Q3 		$2.06M Buy
65,476
+11,673
+22% +$395K 1.11% 35
2024
Q2 		$1.94M Buy
53,803
+2,892
+6% +$108K 1.18% 34
2024
Q1 		$1.92M Buy
50,911
+9,421
+23% +$338K 1.23% 29
2023
Q4 		$1.47M Buy
41,490
+4,091
+11% +$150K 1.08% 32
2023
Q3 		$1.45M Buy
+37,399
New +$1.39M 1.12% 26

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 $3.38T AUM 44.17% 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

Prosperitas Financial's BP Position: Q4 2024 in Review

Prosperitas Financial sold out of BP (BP) in Q4 2024, closing a stake of 65,476 shares — an estimated $2.06M sold.

Prosperitas Financial first reported a position in BP in Q3 2023 and held it in 5 quarters. The position peaked at $2.06M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Prosperitas Financial reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Prosperitas Financial sold 65,476 BP shares in Q4 2024, an estimated $2.06M.
  • Prosperitas Financial first reported a position in BP in Q3 2023 and held it in 5 quarters.
  • Prosperitas Financial's BP position peaked at $2.06M in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Prosperitas Financial's 13F filing for Q4 2024, filed 5 Feb 2025.