Seed Wealth Management’s BP BP Stock Holding History

Seed Wealth Management’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	-6,010	Closed	-$228K	–	150
2024 Q1	$228K	Hold	6,010	–	–	0.22%	127
2023 Q4	$213K	Buy	6,010 +810	+16%	+$29.7K	0.22%	132
2023 Q3	$201K	Buy	+5,200	New	+$193K	0.23%	129
2023 Q2	–	Sell	-6,050	Closed	-$230K	–	143
2023 Q1	$230K	Hold	6,050	–	–	0.26%	114
2022 Q4	$211K	Buy	+6,050	New	+$201K	0.24%	121

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Seed Wealth Management's BP Position: Q2 2024 in Review

Seed Wealth Management sold out of BP (BP) in Q2 2024, closing a stake of 6,010 shares — an estimated $228K sold.

Seed Wealth Management first reported a position in BP in Q4 2022 and held it in 5 quarters. The position peaked at $230K in Q1 2023. 1,175 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Seed Wealth Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Seed Wealth Management sold 6,010 BP shares in Q2 2024, an estimated $228K.
Seed Wealth Management first reported a position in BP in Q4 2022 and held it in 5 quarters.
Seed Wealth Management's BP position peaked at $230K in Q1 2023.
1,175 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Seed Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.