Slagle Financial’s BP BP Stock Holding History

Slagle Financial’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	-6,004	Closed	-$226K	–	110
2024 Q1	$226K	Sell	6,004 -7,278	-55%	-$261K	0.12%	103
2023 Q4	$235K	Buy	13,282 +5,478	+70%	+$201K	0.13%	102
2023 Q3	$302K	Sell	7,804 -1,789	-19%	-$66.4K	0.19%	89
2023 Q2	$339K	Buy	+9,593	New	+$355K	0.21%	82

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Slagle Financial's BP Position: Q2 2024 in Review

Slagle Financial sold out of BP (BP) in Q2 2024, closing a stake of 6,004 shares — an estimated $226K sold.

Slagle Financial first reported a position in BP in Q2 2023 and held it in 4 quarters. The position peaked at $339K in Q2 2023. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Slagle Financial reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Slagle Financial sold 6,004 BP shares in Q2 2024, an estimated $226K.
Slagle Financial first reported a position in BP in Q2 2023 and held it in 4 quarters.
Slagle Financial's BP position peaked at $339K in Q2 2023.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Slagle Financial's 13F filing for Q2 2024, filed 24 Jul 2024.