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Tiedemann Advisors’s BP BP Stock Holding History

Tiedemann 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
2023
Q3 		$324K Buy
+8,375
New +$311K 0.01% 210
2022
Q2 		– Sell
-8,275
Closed -$243K – 239
2022
Q1 		$243K Buy
8,275
+75
+0.9% +$2.29K 0.01% 253
2021
Q4 		$218K Sell
8,200
-671
-8% -$18.6K 0.01% 265
2021
Q3 		$242K Sell
8,871
-738
-8% -$18.5K 0.01% 260
2021
Q2 		$254K Sell
9,609
-344
-3% -$9.02K 0.01% 312
2021
Q1 		$242K Buy
+9,953
New +$240K 0.01% 292
2020
Q3 		– Sell
-8,583
Closed -$201K – 319
2020
Q2 		$201K Sell
8,583
-123
-1% -$2.95K 0.01% 282
2020
Q1 		$212K Buy
8,706
+241
+3% +$7.79K 0.01% 267
2019
Q4 		$319K Sell
8,465
-24,820
-75% -$942K 0.02% 238
2019
Q3 		$1.26M Buy
33,285
+22,484
+208% +$858K 0.06% 149
2019
Q2 		$444K Sell
10,801
-1,732
-14% -$72.7K 0.02% 208
2019
Q1 		$539K Sell
12,533
-148
-1% -$6.07K 0.03% 289
2018
Q4 		$467K Buy
12,681
+1,396
+12% +$55.7K 0.02% 295
2018
Q3 		$497K Sell
11,285
-163
-1% -$6.82K 0.03% 229
2018
Q2 		$492K Buy
11,448
+259
+2% +$10.9K 0.03% 224
2018
Q1 		$422K Buy
11,189
+2,354
+27% +$88.7K 0.03% 212
2017
Q4 		$340K Buy
+8,835
New +$320K 0.03% 180
2017
Q3 		– Sell
-9,757
Closed -$300K – 357
2017
Q2 		$300K Sell
9,757
-2,172
-18% -$67.6K 0.02% 365
2017
Q1 		$359K Sell
11,929
-11,390
-49% -$346K 0.03% 306
2016
Q4 		$747K Buy
23,319
+13,708
+143% +$413K 0.07% 175
2016
Q3 		$291K Buy
+9,611
New +$279K 0.06% 112

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiedemann Advisors's BP Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in BP (BP) in Q3 2023: 8,375 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in BP as recently as Q1 2022.

Tiedemann Advisors first reported a position in BP in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.26M in Q3 2019. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Tiedemann Advisors held 8,375 shares of BP worth $324K as of Q3 2023.
  • BP was a new Tiedemann Advisors position in Q3 2023.
  • BP made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #210 holding.
  • Tiedemann Advisors first reported a position in BP in Q3 2016 and has held it in 21 quarters since.
  • Tiedemann Advisors's BP position peaked at $1.26M in Q3 2019.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.