EWA
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Evolution Wealth Advisors’s BP BP Stock Holding History

Evolution 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
2024
Q3 		– Sell
-6,348
Closed -$228K – 139
2024
Q2 		$228K Hold
6,348
– – 0.04% 125
2024
Q1 		$239K Hold
6,348
– – 0.05% 116
2023
Q4 		$225K Buy
+6,348
New +$232K 0.05% 114
2021
Q4 		– Sell
-790
Closed -$22K – 221
2021
Q3 		$22K Sell
790
-138,997
-99% -$3.48M ﹤0.01% 301
2021
Q2 		$3.69M Sell
139,787
-2,879
-2% -$75.5K 0.75% 29
2021
Q1 		$3.47M Buy
142,666
+3,861
+3% +$93K 0.78% 33
2020
Q4 		$2.85M Buy
138,805
+136,605
+6,209% +$2.57M 0.64% 37
2020
Q3 		$38K Buy
+2,200
New +$47.6K 0.01% 201
2020
Q1 		– Sell
-1,014
Closed -$38K – 353
2019
Q4 		$38K Buy
+1,014
New +$38.5K 0.01% 172

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return