SRH Advisors’s BP BP Stock Holding History

SRH Advisors’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 Q3	–	Sell	-865	Closed	-$31.2K	–	287
2024 Q2	$31.2K	Hold	865	–	–	0.01%	144
2024 Q1	$32.6K	Hold	865	–	–	0.01%	145
2023 Q4	$30.6K	Hold	865	–	–	0.01%	144
2023 Q3	$33.5K	Hold	865	–	–	0.02%	138
2023 Q2	$32.8K	Hold	865	–	–	0.02%	136
2023 Q1	$33K	Hold	865	–	–	0.02%	136
2022 Q4	$30K	Hold	865	–	–	0.02%	141
2022 Q3	$25K	Hold	865	–	–	0.03%	153
2022 Q2	$25K	Hold	865	–	–	0.03%	150
2022 Q1	$25K	Hold	865	–	–	0.03%	157
2021 Q4	$23K	Hold	865	–	–	0.03%	169
2021 Q3	$24K	Hold	865	–	–	0.03%	158
2021 Q2	$23K	Hold	865	–	–	0.03%	162
2021 Q1	$21K	Hold	865	–	–	0.03%	159
2020 Q4	$18K	Hold	865	–	–	0.03%	166
2020 Q3	$15K	Hold	865	–	–	0.03%	156
2020 Q2	$20K	Hold	865	–	–	0.05%	123
2020 Q1	$21K	Hold	865	–	–	0.06%	112
2019 Q4	$33K	Hold	865	–	–	0.11%	99
2019 Q3	$33K	Sell	865 -15	-2%	-$572	0.11%	99
2019 Q2	$36K	Buy	+880	New	+$36.9K	0.12%	94
2015 Q4	–	Sell	-81	Closed	-$2K	–	246
2015 Q3	$2K	Buy	+81	New	+$2.37K	0.01%	174

Other funds holding BP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SRH Advisors's BP Position: Q3 2024 in Review

SRH Advisors sold out of BP (BP) in Q3 2024, closing a stake of 865 shares — an estimated $31.2K sold.

SRH Advisors first reported a position in BP in Q3 2015 and held it in 22 quarters. The position peaked at $36K in Q2 2019. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

SRH Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
SRH Advisors sold 865 BP shares in Q3 2024, an estimated $31.2K.
SRH Advisors first reported a position in BP in Q3 2015 and held it in 22 quarters.
SRH Advisors's BP position peaked at $36K in Q2 2019.
1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on SRH Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.