Beaumont Financial Advisors’s BP BP Stock Holding History

Beaumont 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	–	Sell	-90,501	Closed	-$3.14M	–	376
2025 Q4	$3.14M	Sell	90,501 -171,419	-65%	-$6.01M	0.21%	72
2025 Q3	$9.03M	Sell	261,920 -5,698	-2%	-$191K	0.6%	39
2025 Q2	$8.01M	Sell	267,618 -14,510	-5%	-$426K	0.58%	41
2025 Q1	$9.53M	Buy	282,128 +93,421	+50%	+$3.05M	0.75%	39
2024 Q4	$5.58M	Sell	188,707 -197,589	-51%	-$5.94M	0.42%	48
2024 Q3	$12.1M	Sell	386,296 -20,599	-5%	-$697K	0.95%	32
2024 Q2	$14.7M	Buy	406,895 +229,557	+129%	+$8.6M	1.18%	29
2024 Q1	$6.68M	Buy	+177,338	New	+$6.36M	0.55%	42
2020 Q1	–	Sell	-10,960	Closed	-$414K	–	239
2019 Q4	$414K	Buy	+10,960	New	+$416K	0.04%	198
2019 Q3	–	Sell	-5,202	Closed	-$213K	–	274
2019 Q2	$213K	Buy	+5,202	New	+$218K	0.02%	231
2018 Q4	–	Sell	-4,782	Closed	-$210K	–	198
2018 Q3	$210K	Sell	4,782 -260	-5%	-$10.9K	0.02%	217
2018 Q2	$217K	Buy	+5,042	New	+$212K	0.02%	190

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return