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Steward Partners Investment Solutions’s BP BP Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.42M Buy
37,599
+703
+2% +$25.2K 0.24% 85
2023
Q4 		$1.31M Buy
+36,896
New +$1.35M 0.54% 47

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Solutions's BP Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its BP (BP) stake by 1.9% in Q1 2024, buying an estimated $25.2K and bringing the position to 37,599 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #85.

Steward Partners Investment Solutions first reported a position in BP in Q4 2023 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Steward Partners Investment Solutions held 37,599 shares of BP worth $1.42M as of Q1 2024.
  • Steward Partners Investment Solutions bought 703 BP shares in Q1 2024, an estimated $25.2K.
  • BP made up 0.24% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #85 holding.
  • Steward Partners Investment Solutions first reported a position in BP in Q4 2023 and has held it in 2 quarters since.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.