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Syverson Strege & Co’s BP BP Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-913
Closed -$34.6K – 141
2023
Q1 		$34.6K Buy
913
+741
+431% +$27.7K 0.01% 150
2022
Q4 		$5.99K Buy
172
+2
+1% +$67 ﹤0.01% 213
2022
Q3 		$5K Buy
170
+2
+1% +$60 ﹤0.01% 207
2022
Q2 		$5K Buy
168
+2
+1% +$61 ﹤0.01% 256
2022
Q1 		$5K Buy
166
+1
+0.6% +$30 0.01% 238
2021
Q4 		$4K Buy
165
+2
+1% +$55 ﹤0.01% 243
2021
Q3 		$4K Buy
163
+2
+1% +$50 ﹤0.01% 339
2021
Q2 		$4K Buy
161
+2
+1% +$52 ﹤0.01% 226
2021
Q1 		$4K Sell
159
-676
-81% -$16.3K ﹤0.01% 222
2020
Q4 		$17K Buy
+835
New +$15.7K 0.02% 161

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Syverson Strege & Co's BP Position: Q2 2023 in Review

Syverson Strege & Co sold out of BP (BP) in Q2 2023, closing a stake of 913 shares — an estimated $34.6K sold.

Syverson Strege & Co first reported a position in BP in Q4 2020 and held it in 10 quarters. The position peaked at $34.6K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

  • Syverson Strege & Co reported no remaining BP position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 913 BP shares in Q2 2023, an estimated $34.6K.
  • Syverson Strege & Co first reported a position in BP in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's BP position peaked at $34.6K in Q1 2023.
  • 1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.