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Compass Planning Associates’s BP BP Stock Holding History

Compass Planning Associates’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
-844
Closed -$25.2K – 43
2025
Q2 		$25.2K Buy
844
+14
+2% +$411 0.02% 74
2025
Q1 		$28.1K Buy
830
+11
+1% +$359 0.03% 73
2024
Q4 		$24.2K Buy
+819
New +$24.6K 0.02% 80

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Compass Planning Associates's BP Position: Q3 2025 in Review

Compass Planning Associates sold out of BP (BP) in Q3 2025, closing a stake of 844 shares — an estimated $25.2K sold.

Compass Planning Associates first reported a position in BP in Q4 2024 and held it in 3 quarters. The position peaked at $28.1K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Compass Planning Associates reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 844 BP shares in Q3 2025, an estimated $25.2K.
  • Compass Planning Associates first reported a position in BP in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's BP position peaked at $28.1K in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.