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Strategic Global Advisors’s BP BP Stock Holding History

Strategic Global 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
-3,087
Closed -$207K – 141
2024
Q2 		$207K Sell
3,087
-23,339
-88% -$875K 0.04% 134
2024
Q1 		$996K Sell
26,426
-48
-0.2% -$1.72K 0.22% 105
2023
Q4 		$937K Buy
26,474
+3,930
+17% +$144K 0.21% 116
2023
Q3 		$873K Sell
22,544
-1,489
-6% -$55.3K 0.15% 113
2023
Q2 		$848K Buy
24,033
+18,516
+336% +$685K 0.13% 114
2023
Q1 		$209K Buy
+5,517
New +$206K 0.03% 137
2015
Q3 		– Sell
-9,193
Closed -$309K – 132
2015
Q2 		$309K Buy
+9,193
New +$322K 0.18% 111

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return