GoalVest Advisory’s BP BP Stock Holding History

GoalVest 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	-100	Closed	-$2.96K	–	508
2024 Q4	$2.96K	Sell	100 -445	-82%	-$13.4K	﹤0.01%	332
2024 Q3	$17.1K	Hold	545	–	–	﹤0.01%	277
2024 Q2	$19.7K	Sell	545 -989	-64%	-$37.1K	0.01%	239
2024 Q1	$57.8K	Hold	1,534	–	–	0.02%	181
2023 Q4	$54.3K	Sell	1,534 -503	-25%	-$18.4K	0.02%	132
2023 Q3	$78.9K	Buy	2,037 +18	+0.9%	+$668	0.04%	119
2023 Q2	$71.3K	Buy	2,019 +485	+32%	+$17.9K	0.04%	119
2023 Q1	$58.2K	Hold	1,534	–	–	0.03%	108
2022 Q4	$53.6K	Hold	1,534	–	–	0.03%	107
2022 Q3	$44K	Sell	1,534 -104	-6%	-$3.1K	0.03%	119
2022 Q2	$44K	Buy	1,638 +1,093	+201%	+$33.5K	0.03%	171
2022 Q1	$16K	Buy	+545	New	+$16.6K	0.01%	207
2021 Q2	$74K	Buy	2,784 +5	+0.2%	+$131	0.05%	136
2021 Q1	$68K	Buy	2,779 +5	+0.2%	+$120	0.05%	115
2020 Q4	$57K	Buy	+2,774	New	+$52.3K	0.05%	113

Other funds holding BP

Fisher Asset Management

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

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

Norges Bank Oslo, Norway $935B AUM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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