Wunderlich Capital Managemnt’s BP BP Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$337K	Sell	9,338 -532	-5%	-$19.9K	0.15%	71
2024 Q1	$372K	Sell	9,870 -1,231	-11%	-$44.1K	0.17%	74
2023 Q4	$393K	Buy	11,101 +100	+0.9%	+$3.66K	0.18%	74
2023 Q3	$426K	Buy	11,001 +417	+4%	+$15.5K	0.21%	69
2023 Q2	$374K	Hold	10,584	–	–	0.18%	70
2023 Q1	$402K	Buy	10,584 +181	+2%	+$6.76K	0.21%	70
2022 Q4	$363K	Buy	10,403 +22	+0.2%	+$732	0.2%	69
2022 Q3	$296K	Sell	10,381 -1,271	-11%	-$37.8K	0.19%	69
2022 Q2	$330K	Sell	11,652 -2,093	-15%	-$64.1K	0.19%	70
2022 Q1	$404K	Sell	13,745 -4,812	-26%	-$147K	0.19%	75
2021 Q4	$494K	Hold	18,557	–	–	0.22%	78
2021 Q3	$507K	Buy	18,557 +17,146	+1,215%	+$430K	0.24%	74
2021 Q2	$500K	Sell	1,411 -17,549	-93%	-$460K	0.25%	71
2021 Q1	$462K	Sell	18,960 -2,790	-13%	-$67.2K	0.25%	70
2020 Q4	$446K	Buy	+21,750	New	+$410K	0.25%	72

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wunderlich Capital Managemnt's BP Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its BP (BP) stake by 5.4% in Q2 2024, selling an estimated $19.9K and leaving 9,338 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #71.

Wunderlich Capital Managemnt first reported a position in BP in Q4 2020 and has held it in 15 quarters since. The position peaked at $507K in Q3 2021. 1,175 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Wunderlich Capital Managemnt held 9,338 shares of BP worth $337K as of Q2 2024.
Wunderlich Capital Managemnt sold 532 BP shares in Q2 2024, an estimated $19.9K.
BP made up 0.15% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #71 holding.
Wunderlich Capital Managemnt first reported a position in BP in Q4 2020 and has held it in 15 quarters since.
Wunderlich Capital Managemnt's BP position peaked at $507K in Q3 2021.
1,175 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.