Column Capital Advisors’s BP BP Stock Holding History

Column Capital 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
2023 Q3	$50.3K	Sell	1,300 -244	-16%	-$9.06K	0.01%	323
2023 Q2	$54.5K	Hold	1,544	–	–	0.01%	312
2023 Q1	$58.6K	Sell	1,544 -2,501	-62%	-$93.4K	0.01%	301
2022 Q4	$141K	Sell	4,045 -2,500	-38%	-$83.2K	0.02%	163
2022 Q3	$187K	Buy	6,545 +1,000	+18%	+$29.8K	0.04%	125
2022 Q2	$157K	Hold	5,545	–	–	0.03%	134
2022 Q1	$163K	Hold	5,545	–	–	0.03%	148
2021 Q4	$148K	Sell	5,545 -788	-12%	-$21.9K	0.03%	155
2021 Q3	$173K	Buy	6,333 +4,965	+363%	+$124K	0.04%	136
2021 Q2	$36K	Hold	1,368	–	–	0.01%	315
2021 Q1	$33K	Buy	1,368 +998	+270%	+$24K	0.01%	320
2020 Q4	$8K	Sell	370 -40	-10%	-$754	﹤0.01%	484
2020 Q3	$7K	Sell	410 -142	-26%	-$3.07K	﹤0.01%	487
2020 Q2	$12K	Buy	552 +128	+30%	+$3.07K	﹤0.01%	444
2020 Q1	$10K	Sell	424 -22	-5%	-$711	﹤0.01%	383
2019 Q4	$16K	Buy	+446	New	+$16.9K	0.01%	396

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

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

Fisher Asset Management

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

Acadian Asset Management

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

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

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