Atria Wealth Solutions’s BP BP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$836K	Sell	27,572 -13,563	-33%	-$398K	0.02%	715
2025 Q1	$1.39M	Sell	41,135 -17,778	-30%	-$580K	0.02%	764
2024 Q4	$1.74M	Sell	58,913 -1,984	-3%	-$59.6K	0.02%	694
2024 Q3	$1.91M	Sell	60,897 -13,221	-18%	-$447K	0.02%	656
2024 Q2	$2.68M	Sell	74,118 -9,982	-12%	-$374K	0.03%	533
2024 Q1	$3.17M	Buy	84,100 +12,228	+17%	+$438K	0.04%	472
2023 Q4	$2.54M	Buy	71,872 +5,028	+8%	+$184K	0.03%	530
2023 Q3	$2.59M	Buy	66,844 +3,847	+6%	+$143K	0.04%	482
2023 Q2	$2.22M	Sell	62,997 -3,051	-5%	-$113K	0.03%	535
2023 Q1	$2.51M	Buy	66,048 +1,699	+3%	+$63.5K	0.04%	462
2022 Q4	$2.25M	Buy	64,349 +5,444	+9%	+$181K	0.04%	472
2022 Q3	$1.68M	Sell	58,905 -29,851	-34%	-$888K	0.03%	543
2022 Q2	$3.2M	Buy	88,756 +42,285	+91%	+$1.3M	0.06%	329
2022 Q1	$1.37M	Buy	+46,471	New	+$1.42M	0.02%	608

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return