Wetzel Investment Advisors’s BP BP Stock Holding History

Wetzel Investment 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
2024 Q3	–	Sell	-2,619	Closed	-$98.7K	–	220
2024 Q2	$98.7K	Buy	2,619 +285	+12%	+$10.7K	0.06%	179
2024 Q1	$88.5K	Sell	2,334 -285	-11%	-$10.2K	0.05%	192
2023 Q4	$93K	Buy	+2,619	New	+$95.9K	0.06%	183

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wetzel Investment Advisors's BP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of BP (BP) in Q3 2024, closing a stake of 2,619 shares — an estimated $98.7K sold.

Wetzel Investment Advisors first reported a position in BP in Q4 2023 and held it in 3 quarters. The position peaked at $98.7K in Q2 2024. 1,094 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Wetzel Investment Advisors reported no remaining BP position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 2,619 BP shares in Q3 2024, an estimated $98.7K.
Wetzel Investment Advisors first reported a position in BP in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's BP position peaked at $98.7K in Q2 2024.
1,094 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.