Bellwether Advisors’s BP BP Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-200	Closed	-$5.99K	–	191
2025 Q2	$5.99K	Hold	200	–	–	﹤0.01%	405
2025 Q1	$6.76K	Hold	200	–	–	﹤0.01%	350
2024 Q4	$5.91K	Buy	+200	New	+$6.01K	﹤0.01%	367
2023 Q2	–	Sell	-200	Closed	-$7.59K	–	134
2023 Q1	$7.59K	Hold	200	–	–	﹤0.01%	288
2022 Q4	$6.99K	Hold	200	–	–	﹤0.01%	293
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	317
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	275
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	354
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	388
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	361
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	311
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	308
2020 Q4	$4K	Buy	+200	New	+$3.77K	﹤0.01%	271

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

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

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return