SWM
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Stockman Wealth Management’s BP BP Stock Holding History

Stockman Wealth 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
2023
Q1 		– Sell
-12,093
Closed -$422K – 204
2022
Q4 		$422K Buy
12,093
+190
+2% +$6.32K 0.1% 121
2022
Q3 		$340K Hold
11,903
– – 0.09% 124
2022
Q2 		$337K Buy
+11,903
New +$365K 0.09% 132

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stockman Wealth Management's BP Position: Q1 2023 in Review

Stockman Wealth Management sold out of BP (BP) in Q1 2023, closing a stake of 12,093 shares — an estimated $422K sold.

Stockman Wealth Management first reported a position in BP in Q2 2022 and held it in 3 quarters. The position peaked at $422K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

  • Stockman Wealth Management reported no remaining BP position as of Q1 2023 after selling out during the quarter.
  • Stockman Wealth Management sold 12,093 BP shares in Q1 2023, an estimated $422K.
  • Stockman Wealth Management first reported a position in BP in Q2 2022 and held it in 3 quarters.
  • Stockman Wealth Management's BP position peaked at $422K in Q4 2022.
  • 1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Stockman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.