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Realta Investment Advisors’s BP BP Stock Holding History

Realta 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
Q3 		– Sell
-6,865
Closed -$248K – 396
2024
Q2 		$248K Sell
6,865
-312
-4% -$11.7K 0.05% 347
2024
Q1 		$270K Sell
7,177
-534
-7% -$19.1K 0.06% 338
2023
Q4 		$273K Buy
7,711
+1,634
+27% +$59.8K 0.06% 334
2023
Q3 		$214K Sell
6,077
-4,803
-44% -$178K 0.05% 371
2023
Q2 		$384K Sell
10,880
-1,678
-13% -$62.1K 0.08% 261
2023
Q1 		$476K Buy
12,558
+772
+7% +$28.8K 0.12% 212
2022
Q4 		$412K Sell
11,786
-260
-2% -$8.65K 0.1% 239
2022
Q3 		$344K Sell
12,046
-1,922
-14% -$57.2K 0.09% 251
2022
Q2 		$395K Sell
13,968
-1,981
-12% -$60.7K 0.1% 227
2022
Q1 		$469K Buy
15,949
+1,313
+9% +$40K 0.09% 224
2021
Q4 		$390K Sell
14,636
-584
-4% -$16.2K 0.09% 261
2021
Q3 		$416K Sell
15,220
-1,384
-8% -$34.7K 0.1% 234
2021
Q2 		$439K Buy
16,604
+230
+1% +$6.03K 0.1% 230
2021
Q1 		$399K Buy
16,374
+1,318
+9% +$31.7K 0.11% 237
2020
Q4 		$309K Sell
15,056
-6,538
-30% -$123K 0.09% 245
2020
Q3 		$377K Sell
21,594
-1,949
-8% -$42.2K 0.13% 190
2020
Q2 		$549K Buy
23,543
+114
+0.5% +$2.74K 0.18% 143
2020
Q1 		$571K Buy
23,429
+660
+3% +$21.3K 0.25% 111
2019
Q4 		$847K Buy
22,769
+105
+0.5% +$3.99K 0.23% 99
2019
Q3 		$866K Sell
22,664
-748
-3% -$28.5K 0.24% 85
2019
Q2 		$958K Buy
23,412
+3,719
+19% +$156K 0.27% 80
2019
Q1 		$848K Buy
+19,693
New +$807K 0.39% 66

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Realta Investment Advisors's BP Position: Q3 2024 in Review

Realta Investment Advisors sold out of BP (BP) in Q3 2024, closing a stake of 6,865 shares — an estimated $248K sold.

Realta Investment Advisors first reported a position in BP in Q1 2019 and held it in 22 quarters. The position peaked at $958K in Q2 2019. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Realta Investment Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,865 BP shares in Q3 2024, an estimated $248K.
  • Realta Investment Advisors first reported a position in BP in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's BP position peaked at $958K in Q2 2019.
  • 1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.