Legacy Wealth Asset Management’s BP BP Stock Holding History

Legacy Wealth Asset 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 Q2	$559K	Sell	15,137 -117	-0.8%	-$5.13K	0.12%	245
2026 Q1	$717K	Buy	15,254 +196	+1%	+$7.68K	0.17%	193
2025 Q4	$523K	Buy	15,058 +575	+4%	+$20.2K	0.13%	251
2025 Q3	$499K	Buy	14,483 +147	+1%	+$4.92K	0.12%	257
2025 Q2	$429K	Buy	14,336 +453	+3%	+$13.3K	0.11%	268
2025 Q1	$469K	Buy	13,883 +473	+4%	+$15.4K	0.13%	248
2024 Q4	$396K	Sell	13,410 -455	-3%	-$13.7K	0.11%	272
2024 Q3	$435K	Buy	13,865 +425	+3%	+$14.4K	0.12%	264
2024 Q2	$485K	Buy	13,440 +846	+7%	+$31.7K	0.14%	231
2024 Q1	$475K	Buy	12,594 +434	+4%	+$15.6K	0.13%	239
2023 Q4	$430K	Buy	12,160 +256	+2%	+$9.38K	0.14%	247
2023 Q3	$461K	Buy	11,904 +286	+2%	+$10.6K	0.17%	216
2023 Q2	$410K	Buy	11,618 +120	+1%	+$4.44K	0.14%	248
2023 Q1	$436K	Sell	11,498 -4,836	-30%	-$181K	0.16%	228
2022 Q4	$571K	Sell	16,334 -526	-3%	-$17.5K	0.22%	157
2022 Q3	$481K	Buy	+16,860	New	+$502K	0.21%	169

Other funds holding BP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return