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Strategic Wealth Investment Group’s BP BP Stock Holding History

Strategic Wealth Investment Group’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
-5,519
Closed -$201K – 131
2024
Q2 		$201K Buy
+5,519
New +$207K 0.03% 134
2023
Q4 		$210K Buy
5,926
+153
+3% +$5.6K 0.03% 126
2023
Q3 		$224K Sell
5,773
-283
-5% -$10.5K 0.04% 96
2023
Q2 		$214K Sell
6,056
-4,312
-42% -$160K 0.03% 114
2023
Q1 		$393K Buy
10,368
+2,075
+25% +$77.5K 0.07% 94
2022
Q4 		$293K Sell
8,293
-744
-8% -$24.8K 0.07% 97
2022
Q3 		$258K Buy
9,037
+1,776
+24% +$52.8K 0.07% 88
2022
Q2 		$206K Sell
7,261
-70,630
-91% -$2.16M 0.05% 126
2022
Q1 		$2.29M Sell
77,891
-8,298
-10% -$253K 0.55% 42
2021
Q4 		$2.29M Sell
86,189
-7,138
-8% -$198K 0.6% 41
2021
Q3 		$2.55M Sell
93,327
-7,453
-7% -$187K 0.76% 36
2021
Q2 		$2.66M Buy
100,780
+13,480
+15% +$353K 0.94% 32
2021
Q1 		$2.13M Buy
87,300
+4,889
+6% +$118K 1.02% 27
2020
Q4 		$1.69M Buy
82,411
+34,080
+71% +$642K 0.99% 29
2020
Q3 		$844K Buy
48,331
+9,232
+24% +$200K 0.63% 39
2020
Q2 		$912K Buy
39,099
+7,395
+23% +$177K 0.89% 33
2020
Q1 		$773K Buy
31,704
+6,864
+28% +$222K 1.26% 24
2019
Q4 		$937K Buy
+24,840
New +$943K 0.97% 27

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

Strategic Wealth Investment Group's BP Position: Q3 2024 in Review

Strategic Wealth Investment Group sold out of BP (BP) in Q3 2024, closing a stake of 5,519 shares — an estimated $201K sold.

Strategic Wealth Investment Group first reported a position in BP in Q4 2019 and held it in 18 quarters. The position peaked at $2.66M in Q2 2021. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Strategic Wealth Investment Group reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 5,519 BP shares in Q3 2024, an estimated $201K.
  • Strategic Wealth Investment Group first reported a position in BP in Q4 2019 and held it in 18 quarters.
  • Strategic Wealth Investment Group's BP position peaked at $2.66M in Q2 2021.
  • 1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2024, filed 24 Oct 2024.