TruNorth Capital Management’s BP BP Stock Holding History

TruNorth Capital Management’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 Q4	–	Sell	-165	Closed	-$5.18K	–	385
2024 Q3	$5.18K	Buy	+165	New	+$5.58K	﹤0.01%	323
2024 Q2	–	Sell	-92	Closed	-$3.47K	–	370
2024 Q1	$3.47K	Buy	+92	New	+$3.3K	﹤0.01%	229

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TruNorth Capital Management's BP Position: Q4 2024 in Review

TruNorth Capital Management sold out of BP (BP) in Q4 2024, closing a stake of 165 shares — an estimated $5.18K sold.

TruNorth Capital Management first reported a position in BP in Q1 2024 and held it in 2 quarters. The position peaked at $5.18K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

TruNorth Capital Management reported no remaining BP position as of Q4 2024 after selling out during the quarter.
TruNorth Capital Management sold 165 BP shares in Q4 2024, an estimated $5.18K.
TruNorth Capital Management first reported a position in BP in Q1 2024 and held it in 2 quarters.
TruNorth Capital Management's BP position peaked at $5.18K in Q3 2024.
1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on TruNorth Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.