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VisionPoint Advisory Group’s BP BP Stock Holding History

VisionPoint Advisory Group’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
-300
Closed -$10.8K – 308
2024
Q2 		$10.8K Hold
300
– – ﹤0.01% 486
2024
Q1 		$11.3K Hold
300
– – ﹤0.01% 456
2023
Q4 		$10.6K Hold
300
– – ﹤0.01% 413
2023
Q3 		$11.6K Hold
300
– – 0.01% 435
2023
Q2 		$10.6K Buy
+300
New +$11.1K ﹤0.01% 391

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VisionPoint Advisory Group's BP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of BP (BP) in Q3 2024, closing a stake of 300 shares — an estimated $10.8K sold.

VisionPoint Advisory Group first reported a position in BP in Q2 2023 and held it in 5 quarters. The position peaked at $11.6K in Q3 2023. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 300 BP shares in Q3 2024, an estimated $10.8K.
  • VisionPoint Advisory Group first reported a position in BP in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's BP position peaked at $11.6K in Q3 2023.
  • 1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.