Cranbrook Wealth Management’s BP BP Stock Holding History

Cranbrook 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	$3.85K	Hold	82	–	–	﹤0.01%	334
2025 Q4	$2.85K	Hold	82	–	–	﹤0.01%	364
2025 Q3	$2.83K	Hold	82	–	–	﹤0.01%	363
2025 Q2	$2.46K	Hold	82	–	–	﹤0.01%	364
2025 Q1	$2.77K	Hold	82	–	–	﹤0.01%	355
2024 Q4	$2.42K	Hold	82	–	–	﹤0.01%	341
2024 Q3	$2.57K	Hold	82	–	–	﹤0.01%	321
2024 Q2	$2.96K	Hold	82	–	–	﹤0.01%	283
2024 Q1	$3.09K	Hold	82	–	–	﹤0.01%	267
2023 Q4	$2.9K	Hold	82	–	–	﹤0.01%	273
2023 Q3	$3.18K	Hold	82	–	–	﹤0.01%	263
2023 Q2	$2.89K	Hold	82	–	–	﹤0.01%	265
2023 Q1	$3.11K	Hold	82	–	–	﹤0.01%	266
2022 Q4	$2.86K	Hold	82	–	–	﹤0.01%	261
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	283
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	287
2022 Q1	$2K	Hold	82	–	–	﹤0.01%	324
2021 Q4	$2K	Hold	82	–	–	﹤0.01%	339
2021 Q3	$2K	Hold	82	–	–	﹤0.01%	394
2021 Q2	$2K	Hold	82	–	–	﹤0.01%	326
2021 Q1	$2K	Hold	82	–	–	﹤0.01%	349
2020 Q4	$2K	Hold	82	–	–	﹤0.01%	297
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	253
2020 Q2	$2K	Hold	82	–	–	﹤0.01%	245
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	238
2019 Q4	$3K	Hold	82	–	–	﹤0.01%	234
2019 Q3	$3K	Sell	82 -1	-1%	-$38	﹤0.01%	235
2019 Q2	$3K	Hold	83	–	–	﹤0.01%	216
2019 Q1	$4K	Sell	83 -2	-2%	-$82	﹤0.01%	209
2018 Q4	$3K	Sell	85 -1	-1%	-$40	﹤0.01%	207
2018 Q3	$4K	Sell	86 -1	-1%	-$42	﹤0.01%	199
2018 Q2	$4K	Sell	87 -1	-1%	-$42	﹤0.01%	191
2018 Q1	$3K	Sell	88 -2	-2%	-$75	﹤0.01%	193
2017 Q4	$3K	Sell	90 -1	-1%	-$36	﹤0.01%	191
2017 Q3	$3K	Sell	91 -1	-1%	-$32	﹤0.01%	191
2017 Q2	$3K	Sell	92 -2	-2%	-$62	﹤0.01%	197
2017 Q1	$3K	Sell	94 -2	-2%	-$61	﹤0.01%	185
2016 Q4	$3K	Sell	96 -1	-1%	-$30	﹤0.01%	188
2016 Q3	$3K	Buy	+97	New	+$2.81K	﹤0.01%	181
2016 Q2	–	Sell	-97	Closed	-$2K	–	200
2016 Q1	$2K	Hold	97	–	–	﹤0.01%	186
2015 Q4	$3K	Hold	97	–	–	﹤0.01%	180
2015 Q3	$3K	Hold	97	–	–	﹤0.01%	187
2015 Q2	$3K	Sell	97 -2	-2%	-$70	﹤0.01%	190
2015 Q1	$3K	Hold	99	–	–	﹤0.01%	194
2014 Q4	$3K	Sell	99 -1	-1%	-$34	﹤0.01%	197
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	141
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	139
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	138
2013 Q4	$4K	Buy	+100	New	+$3.72K	﹤0.01%	190

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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