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SYSTM Wealth Solutions’s BP BP Stock Holding History

SYSTM Wealth Solutions’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
-10,150
Closed -$366K – 165
2024
Q2 		$366K Sell
10,150
-16,569
-62% -$621K 0.08% 158
2024
Q1 		$1.01M Sell
26,719
-2,926
-10% -$105K 0.13% 198
2023
Q4 		$1.05M Buy
29,645
+824
+3% +$30.2K 0.15% 188
2023
Q3 		$1.12M Sell
28,821
-3,341
-10% -$124K 0.17% 161
2023
Q2 		$1.13M Buy
32,162
+5,711
+22% +$211K 0.15% 181
2023
Q1 		$1M Buy
26,451
+1,418
+6% +$53K 0.15% 175
2022
Q4 		$874K Buy
+25,033
New +$833K 0.11% 236

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

SYSTM Wealth Solutions's BP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of BP (BP) in Q3 2024, closing a stake of 10,150 shares — an estimated $366K sold.

SYSTM Wealth Solutions first reported a position in BP in Q4 2022 and held it in 7 quarters. The position peaked at $1.13M in Q2 2023. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,150 BP shares in Q3 2024, an estimated $366K.
  • SYSTM Wealth Solutions first reported a position in BP in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's BP position peaked at $1.13M in Q2 2023.
  • 1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.