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AEPWM
Atlantic Edge Private Wealth Management’s
BP
BP
Stock Holding History
Atlantic Edge Private Wealth 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
2026
Q1
$9.4K
Hold
200
–
–
﹤0.01%
401
2025
Q4
$6.95K
Sell
200
-100
-33%
-$3.51K
﹤0.01%
417
2025
Q3
$10.3K
Sell
300
-400
-57%
-$13.4K
﹤0.01%
368
2025
Q2
$21K
Buy
700
+200
+40%
+$5.87K
0.01%
296
2025
Q1
$16.9K
Hold
500
–
–
0.01%
298
2024
Q4
$14.8K
Sell
500
-150
-23%
-$4.51K
﹤0.01%
306
2024
Q3
$20.4K
Hold
650
–
–
0.01%
266
2024
Q2
$23.5K
Sell
650
-700
-52%
-$26.2K
0.01%
238
2024
Q1
$50.9K
Sell
1,350
-1,100
-45%
-$39.4K
0.02%
191
2023
Q4
$86.7K
Buy
+2,450
New
+$89.7K
0.04%
155
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$185B AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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