Unique Wealth Strategies’s BP BP Stock Holding History

Unique Wealth Strategies’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	-155	Closed	-$5.84K	–	268
2024 Q2	$5.84K	Buy	+155	New	+$5.81K	﹤0.01%	378

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

Unique Wealth Strategies's BP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of BP (BP) in Q3 2024, closing a stake of 155 shares — an estimated $5.84K sold.

Unique Wealth Strategies first reported a position in BP in Q2 2024 and held it in 1 quarter. The position peaked at $5.84K in Q2 2024. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Unique Wealth Strategies reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 155 BP shares in Q3 2024, an estimated $5.84K.
Unique Wealth Strategies first reported a position in BP in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's BP position peaked at $5.84K in Q2 2024.
1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.