Vanguard Capital Wealth Advisors’s BP BP Stock Holding History

Vanguard Capital Wealth Advisors’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	-5,000	Closed	-$1.27K	–	141
2023 Q2	$1.27K	Buy	+5,000	New	+$185K	﹤0.01%	139

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

Vanguard Capital Wealth Advisors's BP Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of BP (BP) in Q3 2024, closing a stake of 5,605 shares — an estimated $202K sold.

Vanguard Capital Wealth Advisors first reported a position in BP in Q3 2018 and held it in 17 quarters. The position peaked at $595K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Vanguard Capital Wealth Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 5,605 BP shares in Q3 2024, an estimated $202K.
Vanguard Capital Wealth Advisors first reported a position in BP in Q3 2018 and held it in 17 quarters.
Vanguard Capital Wealth Advisors's BP position peaked at $595K in Q2 2021.
1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.