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Tilia Fiduciary Partners’s BP BP Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-87
Closed -$3.07K – 140
2023
Q2 		$3.07K Hold
87
– – ﹤0.01% 474
2023
Q1 		$3.3K Buy
+87
New +$3.25K ﹤0.01% 453
2022
Q1 		– Sell
-36
Closed -$1K – 537
2021
Q4 		$1K Buy
+36
New +$999 ﹤0.01% 536

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Tilia Fiduciary Partners's BP Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of BP (BP) in Q3 2023, closing a stake of 87 shares — an estimated $3.07K sold.

Tilia Fiduciary Partners first reported a position in BP in Q4 2021 and held it in 3 quarters. The position peaked at $3.3K in Q1 2023. 1,137 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining BP position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 87 BP shares in Q3 2023, an estimated $3.07K.
  • Tilia Fiduciary Partners first reported a position in BP in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's BP position peaked at $3.3K in Q1 2023.
  • 1,137 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.