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Marcum Wealth’s BP BP Stock Holding History

Marcum Wealth’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 		$236K Sell
6,974
-28
-0.4% -$914 0.02% 335
2024
Q4 		$207K Sell
7,002
-4,359
-38% -$131K 0.02% 356
2024
Q3 		$357K Sell
11,361
-1,045
-8% -$35.4K 0.03% 245
2024
Q2 		$448K Buy
12,406
+2,104
+20% +$78.8K 0.04% 214
2024
Q1 		$388K Buy
10,302
+3,153
+44% +$113K 0.04% 228
2023
Q4 		$253K Sell
7,149
-241
-3% -$8.83K 0.03% 291
2023
Q3 		$286K Sell
7,390
-1,170
-14% -$43.4K 0.03% 252
2023
Q2 		$302K Buy
8,560
+1,380
+19% +$51.1K 0.04% 246
2023
Q1 		$272K Sell
7,180
-713
-9% -$26.6K 0.03% 261
2022
Q4 		$276K Sell
7,893
-702
-8% -$23.4K 0.04% 258
2022
Q3 		$245K Sell
8,595
-181
-2% -$5.39K 0.04% 266
2022
Q2 		$249K Buy
8,776
+1,678
+24% +$51.4K 0.04% 265
2022
Q1 		$209K Buy
+7,098
New +$216K 0.03% 314
2021
Q4 		– Sell
-7,323
Closed -$200K – 392
2021
Q3 		$200K Buy
+7,323
New +$183K 0.03% 309

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

Marcum Wealth's BP Position: Q1 2025 in Review

Marcum Wealth reduced its BP (BP) stake by 0.4% in Q1 2025, selling an estimated $914 and leaving 6,974 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #335.

Marcum Wealth first reported a position in BP in Q3 2021 and has held it in 14 quarters since. The position peaked at $448K in Q2 2024. 1,130 funds tracked by Wall St. Rank hold BP as of Q1 2025.

  • Marcum Wealth held 6,974 shares of BP worth $236K as of Q1 2025.
  • Marcum Wealth sold 28 BP shares in Q1 2025, an estimated $914.
  • BP made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #335 holding.
  • Marcum Wealth first reported a position in BP in Q3 2021 and has held it in 14 quarters since.
  • Marcum Wealth's BP position peaked at $448K in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.