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CLA (CliftonLarsonAllen) Wealth Advisors’s BP BP Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
-11,518
Closed -$400K – 225
2025
Q4 		$400K Buy
+11,518
New +$404K 0.01% 200
2018
Q2 		– Sell
-11,104
Closed -$418K – 128
2018
Q1 		$418K Buy
11,104
+29
+0.3% +$1.09K 0.04% 112
2017
Q4 		$426K Sell
11,075
-56
-0.5% -$2.03K 0.04% 104
2017
Q3 		$386K Sell
11,131
-874
-7% -$27.8K 0.04% 124
2017
Q2 		$369K Sell
12,005
-338
-3% -$10.5K 0.04% 124
2017
Q1 		$372K Buy
+12,343
New +$375K 0.04% 126

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Capital World Investors
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Arrowstreet Capital
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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