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Sonora Investment Management’s BP BP Stock Holding History

Sonora Investment 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
2021
Q3 		$255K Buy
9,327
+2,200
+31% +$55.1K 0.03% 179
2021
Q2 		$188K Buy
7,127
+1,492
+26% +$39.1K 0.02% 201
2021
Q1 		$137K Sell
5,635
-1,054
-16% -$25.4K 0.01% 343
2020
Q4 		$137K Sell
6,689
-78
-1% -$1.47K 0.01% 355
2020
Q3 		$118K Hold
6,767
– – 0.01% 347
2020
Q2 		$158K Buy
6,767
+932
+16% +$22.4K 0.02% 267
2020
Q1 		$142K Sell
5,835
-2,228
-28% -$72K 0.02% 260
2019
Q4 		$304K Buy
+8,063
New +$306K 0.03% 220
2019
Q3 		– Sell
-8,201
Closed -$336K – 1725
2019
Q2 		$336K Buy
8,201
+3,351
+69% +$141K 0.04% 208
2019
Q1 		$209K Buy
4,850
+2,667
+122% +$109K 0.03% 229
2018
Q4 		$80K Buy
2,183
+45
+2% +$1.8K 0.01% 321
2018
Q3 		$94K Sell
2,138
-30
-1% -$1.25K 0.01% 296
2018
Q2 		$93K Sell
2,168
-29
-1% -$1.22K 0.01% 288
2018
Q1 		$82.7K Sell
2,197
-33
-1% -$1.24K 0.01% 286
2017
Q4 		$85.8K Buy
+2,230
New +$80.8K 0.01% 283
2017
Q3 		– Sell
-3,851
Closed -$118K – 1187
2017
Q2 		$118K Sell
3,851
-637
-14% -$19.8K 0.02% 233
2017
Q1 		$135K Sell
4,488
-81
-2% -$2.46K 0.03% 211
2016
Q4 		$146K Buy
4,569
+154
+3% +$4.63K 0.03% 188
2016
Q3 		$131K Hold
4,415
– – 0.03% 193
2016
Q2 		$132K Sell
4,415
-1,705
-28% -$45.9K 0.03% 171
2016
Q1 		$164K Buy
6,120
+1,705
+39% +$43K 0.04% 167
2015
Q4 		$116K Buy
4,415
+2,275
+106% +$64.7K 0.03% 154
2015
Q3 		$55K Buy
+2,140
New +$62.7K 0.02% 204

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Sonora Investment Management's BP Position: Q3 2021 in Review

Sonora Investment Management increased its BP (BP) stake by 31% in Q3 2021, buying an estimated $55.1K and bringing the position to 9,327 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #179.

Sonora Investment Management first reported a position in BP in Q3 2015 and has held it in 23 quarters since. The position peaked at $336K in Q2 2019. 964 funds tracked by Wall St. Rank hold BP as of Q3 2021.

  • Sonora Investment Management held 9,327 shares of BP worth $255K as of Q3 2021.
  • Sonora Investment Management bought 2,200 BP shares in Q3 2021, an estimated $55.1K.
  • BP made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #179 holding.
  • Sonora Investment Management first reported a position in BP in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's BP position peaked at $336K in Q2 2019.
  • 964 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.