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Cordatus Wealth Management’s BP BP Stock Holding History

Cordatus 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
2026
Q1 		– Sell
-11,032
Closed -$383K – 166
2025
Q4 		$383K Sell
11,032
-708
-6% -$24.8K 0.09% 130
2025
Q3 		$405K Buy
11,740
+50
+0.4% +$1.68K 0.1% 126
2025
Q2 		$350K Sell
11,690
-244
-2% -$7.16K 0.09% 131
2025
Q1 		$403K Buy
+11,934
New +$390K 0.11% 116
2023
Q3 		– Sell
-10,202
Closed -$360K – 75
2023
Q2 		$360K Buy
+10,202
New +$378K 0.14% 109
2022
Q1 		– Sell
-19,240
Closed -$512K – 157
2021
Q4 		$512K Buy
+19,240
New +$534K 0.15% 131

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cordatus Wealth Management's BP Position: Q1 2026 in Review

Cordatus Wealth Management sold out of BP (BP) in Q1 2026, closing a stake of 11,032 shares — an estimated $383K sold.

Cordatus Wealth Management first reported a position in BP in Q4 2021 and held it in 6 quarters. The position peaked at $512K in Q4 2021. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Cordatus Wealth Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 11,032 BP shares in Q1 2026, an estimated $383K.
  • Cordatus Wealth Management first reported a position in BP in Q4 2021 and held it in 6 quarters.
  • Cordatus Wealth Management's BP position peaked at $512K in Q4 2021.
  • 1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.