Vista Investment Management’s BP BP Stock Holding History

Vista Investment 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	-15,924	Closed	-$575K	–	174
2024 Q2	$575K	Sell	15,924 -2,687	-14%	-$101K	0.23%	106
2024 Q1	$701K	Buy	+18,611	New	+$667K	0.29%	100

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

Vista Investment Management's BP Position: Q3 2024 in Review

Vista Investment Management sold out of BP (BP) in Q3 2024, closing a stake of 15,924 shares — an estimated $575K sold.

Vista Investment Management first reported a position in BP in Q1 2024 and held it in 2 quarters. The position peaked at $701K in Q1 2024. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Vista Investment Management reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Vista Investment Management sold 15,924 BP shares in Q3 2024, an estimated $575K.
Vista Investment Management first reported a position in BP in Q1 2024 and held it in 2 quarters.
Vista Investment Management's BP position peaked at $701K in Q1 2024.
1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Vista Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.