Baltimore-Washington Financial Advisors’s BP BP Stock Holding History

Baltimore-Washington Financial Advisors’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	$246K	Sell	5,235 -1,600	-23%	-$62.7K	0.01%	171
2025 Q4	$237K	Buy	+6,835	New	+$240K	0.01%	179
2014 Q4	–	Sell	-407	Closed	-$15K	–	264
2014 Q3	$15K	Buy	+407	New	+$16.1K	﹤0.01%	195

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Acadian Asset Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

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

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

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

Millennium Management

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