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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Wealth Solutions's BP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BP (BP) stake by 33% in Q2 2025, selling an estimated $398K and leaving 27,572 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #715.

Atria Wealth Solutions first reported a position in BP in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.2M in Q2 2022. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Atria Wealth Solutions held 27,572 shares of BP worth $836K as of Q2 2025.
Atria Wealth Solutions sold 13,563 BP shares in Q2 2025, an estimated $398K.
BP made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #715 holding.
Atria Wealth Solutions first reported a position in BP in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's BP position peaked at $3.2M in Q2 2022.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.