TFA
BP icon

Teamwork Financial Advisors’s BP BP Stock Holding History

Teamwork Financial Advisors’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
-6,815
Closed -$246K – 161
2024
Q2 		$246K Buy
+6,815
New +$255K 0.04% 119
2023
Q2 		– Sell
-6,396
Closed -$243K – 193
2023
Q1 		$243K Buy
+6,396
New +$239K 0.04% 166
2022
Q2 		– Sell
-8,677
Closed -$255K – 211
2022
Q1 		$255K Buy
+8,677
New +$265K 0.05% 220
2020
Q1 		– Sell
-6,680
Closed -$252K – 117
2019
Q4 		$252K Buy
+6,680
New +$254K 0.15% 96

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Teamwork Financial Advisors's BP Position: Q3 2024 in Review

Teamwork Financial Advisors sold out of BP (BP) in Q3 2024, closing a stake of 6,815 shares — an estimated $246K sold.

Teamwork Financial Advisors first reported a position in BP in Q4 2019 and held it in 4 quarters. The position peaked at $255K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Teamwork Financial Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 6,815 BP shares in Q3 2024, an estimated $246K.
  • Teamwork Financial Advisors first reported a position in BP in Q4 2019 and held it in 4 quarters.
  • Teamwork Financial Advisors's BP position peaked at $255K in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

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