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Spotlight Asset Group’s BP BP Stock Holding History

Spotlight Asset 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
Q2 		$18.1K Hold
500
– – 0.01% 173
2024
Q1 		$18.8K Hold
500
– – 0.01% 177
2023
Q4 		$19.4K Hold
500
– – 0.02% 172
2023
Q3 		$19.4K Hold
500
– – 0.02% 172
2023
Q2 		$17.6K Buy
+500
New +$18.5K 0.02% 182

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Spotlight Asset Group's BP Position: Q2 2024 in Review

Spotlight Asset Group held its BP (BP) position steady in Q2 2024 at 500 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #173.

Spotlight Asset Group first reported a position in BP in Q2 2023 and has held it in 5 quarters since. The position peaked at $19.4K in Q4 2023. 1,175 funds tracked by Wall St. Rank hold BP as of Q2 2024.

  • Spotlight Asset Group held 500 shares of BP worth $18.1K as of Q2 2024.
  • Spotlight Asset Group left its BP share count unchanged in Q2 2024.
  • BP made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #173 holding.
  • Spotlight Asset Group first reported a position in BP in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's BP position peaked at $19.4K in Q4 2023.
  • 1,175 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.