WR Wealth Planners’s BP BP Stock Holding History

WR Wealth Planners’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 Q4	$38.5K	Sell	1,302 -110	-8%	-$3.31K	0.01%	347
2024 Q3	$44.3K	Sell	1,412 -251	-15%	-$8.49K	0.01%	348
2024 Q2	$60.1K	Buy	1,663 +1	+0.1%	+$37	0.02%	308
2024 Q1	$62.6K	Buy	+1,662	New	+$59.6K	0.02%	305
2023 Q4	–	Sell	-1,178	Closed	-$45.6K	–	256
2023 Q3	$45.6K	Hold	1,178	–	–	0.02%	328
2023 Q2	$41.6K	Buy	1,178 +2	+0.2%	+$74	0.02%	341
2023 Q1	$44.6K	Buy	1,176 +1,047	+812%	+$39.1K	0.02%	335
2022 Q4	$4.49K	Buy	129 +2	+2%	+$67	﹤0.01%	338
2022 Q3	$3.63K	Sell	127 -530	-81%	-$15.8K	﹤0.01%	344
2022 Q2	$18.6K	Buy	657 +1	+0.2%	+$31	0.01%	234
2022 Q1	$19.3K	Buy	+656	New	+$20K	0.01%	233

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WR Wealth Planners's BP Position: Q4 2024 in Review

WR Wealth Planners reduced its BP (BP) stake by 7.8% in Q4 2024, selling an estimated $3.31K and leaving 1,302 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #347.

WR Wealth Planners first reported a position in BP in Q1 2022 and has held it in 11 quarters since. The position peaked at $62.6K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold BP as of Q4 2024.

WR Wealth Planners held 1,302 shares of BP worth $38.5K as of Q4 2024.
WR Wealth Planners sold 110 BP shares in Q4 2024, an estimated $3.31K.
BP made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #347 holding.
WR Wealth Planners first reported a position in BP in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's BP position peaked at $62.6K in Q1 2024.
1,085 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.