Sweet Financial Partners’s BP BP Stock Holding History

Sweet Financial Partners’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	$312K	Sell	9,948 -136	-1%	-$4.6K	0.07%	165
2024 Q2	$364K	Buy	10,084 +1	+0%	+$37	0.08%	142
2024 Q1	$380K	Hold	10,083	–	–	0.09%	143
2023 Q4	$357K	Buy	10,083 +2	+0%	+$73	0.08%	142
2023 Q3	$390K	Buy	10,081 +2	+0%	+$74	0.1%	126
2023 Q2	$356K	Buy	10,079 +2	+0%	+$74	0.09%	132
2023 Q1	$382K	Hold	10,077	–	–	0.11%	120
2022 Q4	$352K	Sell	10,077 -98	-1%	-$3.26K	0.1%	122
2022 Q3	$291K	Buy	10,175 +1	+0%	+$30	0.09%	132
2022 Q2	$288K	Sell	10,174 -103	-1%	-$3.16K	0.09%	130
2022 Q1	$302K	Buy	10,277 +455	+5%	+$13.9K	0.08%	135
2021 Q4	$262K	Buy	+9,822	New	+$272K	0.11%	121

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

Sweet Financial Partners's BP Position: Q3 2024 in Review

Sweet Financial Partners reduced its BP (BP) stake by 1.3% in Q3 2024, selling an estimated $4.6K and leaving 9,948 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #165.

Sweet Financial Partners first reported a position in BP in Q4 2021 and has held it in 12 quarters since. The position peaked at $390K in Q3 2023. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Sweet Financial Partners held 9,948 shares of BP worth $312K as of Q3 2024.
Sweet Financial Partners sold 136 BP shares in Q3 2024, an estimated $4.6K.
BP made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #165 holding.
Sweet Financial Partners first reported a position in BP in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's BP position peaked at $390K in Q3 2023.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.