Raymond James Financial Services Advisors’s BP BP Stock Holding History

Raymond James Financial Services 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
2019 Q4	–	Sell	-69,500	Closed	-$36K	–	2864
2019 Q3	$36K	Buy	+69,500	New	+$2.65M	﹤0.01%	2720
2019 Q2	–	Sell	-65,283	Closed	-$12K	–	2850
2019 Q1	$12K	Buy	+65,283	New	+$2.68M	﹤0.01%	2763
2018 Q4	–	Sell	-66,926	Closed	-$19K	–	2590
2018 Q3	$19K	Buy	66,926 +3,922	+6%	+$164K	﹤0.01%	2767
2018 Q2	$31K	Sell	63,004 -15,560	-20%	-$654K	﹤0.01%	2694
2018 Q1	$39K	Buy	78,564 +13,345	+20%	+$503K	﹤0.01%	2457
2017 Q4	$36K	Sell	65,219 -1,313	-2%	-$47.6K	﹤0.01%	2458
2017 Q3	$72K	Buy	+66,532	New	+$2.11M	﹤0.01%	2427

Other funds holding BP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Raymond James Financial Services Advisors's BP Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its BP (BP) stake by 6.8% in Q3 2024, selling an estimated $1.53M and leaving 621,651 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #562.

Raymond James Financial Services Advisors first reported a position in BP in Q2 2013 and has held it in 46 quarters since. The position peaked at $29.5M in Q2 2019. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Raymond James Financial Services Advisors held 621,651 shares of BP worth $19.5M as of Q3 2024.
Raymond James Financial Services Advisors sold 45,271 BP shares in Q3 2024, an estimated $1.53M.
BP made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #562 holding.
Raymond James Financial Services Advisors first reported a position in BP in Q2 2013 and has held it in 46 quarters since.
Raymond James Financial Services Advisors's BP position peaked at $29.5M in Q2 2019.
1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.