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Sugarloaf Wealth Management’s BP BP Stock Holding History

Sugarloaf 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
2024
Q4 		$355 Hold
12
– – ﹤0.01% 667
2024
Q3 		$377 Hold
12
– – ﹤0.01% 650
2024
Q2 		$433 Hold
12
– – ﹤0.01% 631
2024
Q1 		$452 Sell
12
-425
-97% -$15.2K ﹤0.01% 645
2023
Q4 		$15.5K Hold
437
– – ﹤0.01% 434
2023
Q3 		$16.9K Hold
437
– – ﹤0.01% 399
2023
Q2 		$15.4K Hold
437
– – ﹤0.01% 425
2023
Q1 		$16.6K Sell
437
-52
-11% -$1.94K ﹤0.01% 416
2022
Q4 		$17.1K Sell
489
-2,095
-81% -$69.7K ﹤0.01% 430
2022
Q3 		$74K Buy
2,584
+200
+8% +$5.95K 0.02% 236
2022
Q2 		$68K Hold
2,384
– – 0.02% 238
2022
Q1 		$70K Sell
2,384
-2,305
-49% -$70.3K 0.02% 235
2021
Q4 		$125K Sell
4,689
-1,283
-21% -$35.6K 0.03% 172
2021
Q3 		$163K Buy
5,972
+5
+0.1% +$125 0.04% 146
2021
Q2 		$158K Buy
5,967
+5
+0.1% +$131 0.04% 145
2021
Q1 		$145 Buy
5,962
+5
+0.1% +$120 0.04% 145
2020
Q4 		$122K Sell
5,957
-422
-7% -$7.95K 0.04% 158
2020
Q3 		$111K Sell
6,379
-198
-3% -$4.29K 0.04% 150
2020
Q2 		$153K Buy
6,577
+11
+0.2% +$264 0.06% 128
2020
Q1 		$160K Buy
6,566
+52
+0.8% +$1.68K 0.07% 116
2019
Q4 		$230K Buy
+6,514
New +$247K 0.1% 109

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's BP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its BP (BP) position steady in Q4 2024 at 12 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Sugarloaf Wealth Management first reported a position in BP in Q4 2019 and has held it in 21 quarters since. The position peaked at $230K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Sugarloaf Wealth Management held 12 shares of BP worth $355 as of Q4 2024.
  • Sugarloaf Wealth Management left its BP share count unchanged in Q4 2024.
  • BP made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #667 holding.
  • Sugarloaf Wealth Management first reported a position in BP in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's BP position peaked at $230K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.