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
2022 Q4	$7K	Hold	9	–	–	﹤0.01%	606
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	697
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	711
2022 Q1	$4K	Buy	+9	New	+$274	﹤0.01%	687

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.