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Resurgent Financial Advisors’s BP BP Stock Holding History

Resurgent Financial 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
Q2 		– Sell
-5,874
Closed -$221K – 178
2024
Q1 		$221K Sell
5,874
-2
-0% -$72 0.12% 169
2023
Q4 		$208K Sell
5,876
-6
-0.1% -$220 0.13% 163
2023
Q3 		$228K Sell
5,882
-392
-6% -$14.5K 0.16% 133
2023
Q2 		$221K Sell
6,274
-48
-0.8% -$1.78K 0.15% 128
2023
Q1 		$240K Sell
6,322
-503
-7% -$18.8K 0.16% 127
2022
Q4 		$238K Buy
+6,825
New +$227K 0.13% 169
2022
Q1 		– Sell
-8,421
Closed -$224K – 195
2021
Q4 		$224K Buy
+8,421
New +$234K 0.18% 111

Other funds holding BP

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Resurgent Financial Advisors's BP Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of BP (BP) in Q2 2024, closing a stake of 5,874 shares — an estimated $221K sold.

Resurgent Financial Advisors first reported a position in BP in Q4 2021 and held it in 7 quarters. The position peaked at $240K in Q1 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining BP position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 5,874 BP shares in Q2 2024, an estimated $221K.
  • Resurgent Financial Advisors first reported a position in BP in Q4 2021 and held it in 7 quarters.
  • Resurgent Financial Advisors's BP position peaked at $240K in Q1 2023.
  • 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.