Tyler-Stone Wealth Management’s BP BP Stock Holding History

Tyler-Stone Wealth 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 Q3	–	Sell	-4,028	Closed	-$145K	–	385
2024 Q2	$145K	Sell	4,028 -239	-6%	-$8.96K	0.06%	232
2024 Q1	$161K	Buy	4,267 +112	+3%	+$4.02K	0.07%	216
2023 Q4	$147K	Buy	4,155 +156	+4%	+$5.71K	0.07%	208
2023 Q3	$155K	Buy	3,999 +23	+0.6%	+$854	0.09%	187
2023 Q2	$140K	Buy	+3,976	New	+$147K	0.08%	202
2022 Q4	$178K	Buy	5,094 +33	+0.7%	+$1.1K	0.12%	153
2022 Q3	$144K	Buy	5,061 +32	+0.6%	+$952	0.11%	165
2022 Q2	$143K	Buy	5,029 +29	+0.6%	+$889	0.1%	187
2022 Q1	$147K	Buy	5,000 +61	+1%	+$1.86K	0.08%	209
2021 Q4	$132K	Buy	+4,939	New	+$137K	0.07%	234

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tyler-Stone Wealth Management's BP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of BP (BP) in Q3 2024, closing a stake of 4,028 shares — an estimated $145K sold.

Tyler-Stone Wealth Management first reported a position in BP in Q4 2021 and held it in 10 quarters. The position peaked at $178K in Q4 2022. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 4,028 BP shares in Q3 2024, an estimated $145K.
Tyler-Stone Wealth Management first reported a position in BP in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's BP position peaked at $178K in Q4 2022.
1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.