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Cassady Schiller Wealth Management’s BP BP Stock Holding History

Cassady Schiller 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
2024
Q4 		$5.91K Hold
200
– – ﹤0.01% 386
2024
Q3 		$6.28K Hold
200
– – ﹤0.01% 340
2024
Q2 		$7.22K Sell
200
-16
-7% -$600 ﹤0.01% 332
2024
Q1 		$8.14K Hold
216
– – ﹤0.01% 345
2023
Q4 		$7.65K Hold
216
– – ﹤0.01% 342
2023
Q3 		$8.36K Buy
216
+200
+1,250% +$7.42K ﹤0.01% 341
2023
Q2 		$565 Hold
16
– – ﹤0.01% 450
2023
Q1 		$607 Hold
16
– – ﹤0.01% 428
2022
Q4 		$559 Buy
+16
New +$532 ﹤0.01% 450
2022
Q1 		– Sell
-16
Closed – – 168
2021
Q4 		$0 Buy
+16
New +$444 ﹤0.01% 555

Other funds holding BP

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Norges Bank
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return