Strategic Financial Concepts’s BP BP Stock Holding History

Strategic Financial Concepts’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	-39,797	Closed	-$75.7K	–	304
2024 Q2	$75.7K	Buy	+39,797	New	+$1.49M	0.04%	205

Other funds holding BP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Strategic Financial Concepts's BP Position: Q3 2024 in Review

Strategic Financial Concepts sold out of BP (BP) in Q3 2024, closing a stake of 39,797 shares — an estimated $75.7K sold.

Strategic Financial Concepts first reported a position in BP in Q2 2024 and held it in 1 quarter. The position peaked at $75.7K in Q2 2024. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Strategic Financial Concepts reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 39,797 BP shares in Q3 2024, an estimated $75.7K.
Strategic Financial Concepts first reported a position in BP in Q2 2024 and held it in 1 quarter.
Strategic Financial Concepts's BP position peaked at $75.7K in Q2 2024.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.