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Prudent Man Advisors’s BP BP Stock Holding History

Prudent Man 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
2023
Q4 		– Sell
-5,841
Closed -$226K – 189
2023
Q3 		$226K Sell
5,841
-196
-3% -$7.28K 0.09% 155
2023
Q2 		$213K Hold
6,037
– – 0.08% 183
2023
Q1 		$229K Hold
6,037
– – 0.09% 164
2022
Q4 		$211K Buy
+6,037
New +$201K 0.09% 182

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudent Man Advisors's BP Position: Q4 2023 in Review

Prudent Man Advisors sold out of BP (BP) in Q4 2023, closing a stake of 5,841 shares — an estimated $226K sold.

Prudent Man Advisors first reported a position in BP in Q4 2022 and held it in 4 quarters. The position peaked at $229K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Prudent Man Advisors reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 5,841 BP shares in Q4 2023, an estimated $226K.
  • Prudent Man Advisors first reported a position in BP in Q4 2022 and held it in 4 quarters.
  • Prudent Man Advisors's BP position peaked at $229K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.