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Global Wealth Management Investment Advisory’s BP BP Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-115,259
Closed -$3.41M – 142
2024
Q4 		$3.41M Buy
115,259
+17,575
+18% +$528K 0.7% 48
2024
Q3 		$3.07M Buy
97,684
+20,665
+27% +$699K 0.66% 50
2024
Q2 		$2.78M Buy
77,019
+2,684
+4% +$101K 0.65% 53
2024
Q1 		$2.8M Sell
74,335
-3,251
-4% -$117K 0.69% 51
2023
Q4 		$2.75M Sell
77,586
-1,684
-2% -$61.7K 0.71% 50
2023
Q3 		$3.07M Sell
79,270
-335
-0.4% -$12.4K 0.86% 38
2023
Q2 		$2.81M Buy
79,605
+550
+0.7% +$20.4K 0.77% 46
2023
Q1 		$3M Sell
79,055
-11,496
-13% -$429K 0.9% 43
2022
Q4 		$3.16M Sell
90,551
-2,749
-3% -$91.5K 1.03% 36
2022
Q3 		$2.66M Buy
93,300
+2,735
+3% +$81.4K 0.95% 38
2022
Q2 		$2.57M Sell
90,565
-24,048
-21% -$737K 0.87% 43
2022
Q1 		$3.37M Buy
114,613
+3,363
+3% +$103K 1% 32
2021
Q4 		$2.96M Buy
111,250
+2,482
+2% +$68.8K 0.89% 41
2021
Q3 		$2.97M Buy
108,768
+26,467
+32% +$663K 0.94% 37
2021
Q2 		$2.17M Buy
82,301
+2,447
+3% +$64.2K 0.72% 51
2021
Q1 		$1.94M Buy
79,854
+2,188
+3% +$52.7K 0.7% 49
2020
Q4 		$1.59M Buy
77,666
+5,703
+8% +$107K 0.62% 59
2020
Q3 		$1.26M Buy
71,963
+11,413
+19% +$247K 0.54% 65
2020
Q2 		$1.41M Sell
60,550
-2,776
-4% -$66.6K 0.6% 59
2020
Q1 		$1.54M Buy
63,326
+10,275
+19% +$332K 0.78% 52
2019
Q4 		$2M Buy
53,051
+7,609
+17% +$289K 0.85% 50
2019
Q3 		$1.73M Buy
45,442
+2,381
+6% +$90.8K 0.79% 52
2019
Q2 		$1.77M Buy
43,061
+2,102
+5% +$88.2K 0.85% 42
2019
Q1 		$1.76M Sell
40,959
-2,772
-6% -$114K 0.91% 38
2018
Q4 		$1.61M Buy
+43,731
New +$1.75M 0.94% 39

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's BP Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of BP (BP) in Q1 2025, closing a stake of 115,259 shares — an estimated $3.41M sold.

Global Wealth Management Investment Advisory first reported a position in BP in Q4 2018 and held it in 25 quarters. The position peaked at $3.41M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold BP as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining BP position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 115,259 BP shares in Q1 2025, an estimated $3.41M.
  • Global Wealth Management Investment Advisory first reported a position in BP in Q4 2018 and held it in 25 quarters.
  • Global Wealth Management Investment Advisory's BP position peaked at $3.41M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.