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Retirement Group’s BP BP Stock Holding History

Retirement Group’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
Q1 		$151K Hold
4,015
– – 0.05% 135
2023
Q4 		$142K Sell
4,015
-600
-13% -$22K 0.06% 131
2023
Q3 		$157K Sell
4,615
-5,400
-54% -$200K 0.07% 116
2023
Q2 		$145K Hold
10,015
– – 0.06% 120
2023
Q1 		$159K Sell
10,015
-1,950
-16% -$72.8K 0.07% 104
2022
Q4 		$150K Buy
11,965
+11,281
+1,649% +$375K 0.07% 98
2022
Q3 		$20K Sell
684
-15,562
-96% -$463K 0.02% 178
2022
Q2 		$217K Buy
16,246
+3,281
+25% +$101K 0.09% 99
2022
Q1 		$140K Sell
12,965
-4,719
-27% -$144K 0.05% 136
2021
Q4 		$258K Hold
17,684
– – 0.11% 102
2021
Q3 		$287K Buy
17,684
+9,000
+104% +$225K 0.13% 91
2021
Q2 		$229K Hold
8,684
– – 0.11% 102
2021
Q1 		$211K Sell
8,684
-264
-3% -$6.36K 0.1% 127
2020
Q4 		$183K Buy
8,948
+8,000
+844% +$151K 0.08% 131
2020
Q3 		$17K Hold
948
– – 0.01% 340
2020
Q2 		$22K Buy
+948
New +$22.8K 0.01% 306
2019
Q4 		$17K Buy
+440
New +$16.7K 0.01% 342

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Group's BP Position: Q1 2024 in Review

Retirement Group held its BP (BP) position steady in Q1 2024 at 4,015 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #135.

Retirement Group first reported a position in BP in Q4 2019 and has held it in 17 quarters since. The position peaked at $287K in Q3 2021. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Retirement Group held 4,015 shares of BP worth $151K as of Q1 2024.
  • Retirement Group left its BP share count unchanged in Q1 2024.
  • BP made up 0.05% of Retirement Group's portfolio in Q1 2024, its #135 holding.
  • Retirement Group first reported a position in BP in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's BP position peaked at $287K in Q3 2021.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.