CWM
BP icon

Calamos Wealth Management’s BP BP Stock Holding History

Calamos Wealth Management’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
2023
Q4 		– Sell
-30,434
Closed -$1.18M – 320
2023
Q3 		$1.18M Buy
30,434
+10,120
+50% +$376K 0.09% 128
2023
Q2 		$717K Sell
20,314
-5,030
-20% -$186K 0.05% 167
2023
Q1 		$962K Buy
+25,344
New +$947K 0.08% 140
2022
Q1 		– Sell
-8,968
Closed -$239K – 338
2021
Q4 		$239K Sell
8,968
-6,700
-43% -$186K 0.02% 303
2021
Q3 		$428K Hold
15,668
– – 0.03% 240
2021
Q2 		$414K Hold
15,668
– – 0.03% 248
2021
Q1 		$382K Hold
15,668
– – 0.03% 241
2020
Q4 		$322K Hold
15,668
– – 0.03% 245
2020
Q3 		$274K Hold
15,668
– – 0.03% 233
2020
Q2 		$365K Buy
15,668
+6,590
+73% +$158K 0.05% 211
2020
Q1 		$221K Buy
+9,078
New +$294K 0.03% 220
2015
Q3 		– Sell
-8,657
Closed -$291K – 248
2015
Q2 		$291K Buy
+8,657
New +$303K 0.07% 198

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return