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RE Dickinson Investment Advisors’s BP BP Stock Holding History

RE Dickinson Investment 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 		$1.02M Buy
3,462
+358
+12% +$10.8K 0.06% 65
2024
Q3 		$97.4K Hold
3,104
– – 0.05% 65
2024
Q2 		$112K Hold
3,104
– – 0.07% 64
2024
Q1 		$117K Sell
3,104
-22
-0.7% -$789 0.07% 58
2023
Q4 		$111K Hold
3,126
– – 0.07% 56
2023
Q3 		$121K Buy
3,126
+22
+0.7% +$817 0.08% 55
2023
Q2 		$110K Hold
3,104
– – 0.04% 112
2023
Q1 		$118K Hold
3,104
– – 0.04% 115
2022
Q4 		$108K Buy
+3,104
New +$103K 0.04% 105
2022
Q3 		– Sell
-3,104
Closed -$88 – 265
2022
Q2 		$88 Hold
3,104
– – 0.01% 59
2022
Q1 		$91K Hold
3,104
– – 0.06% 61
2021
Q4 		$83K Buy
+3,104
New +$86.1K 0.06% 58

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return