Marietta Wealth Management’s BP BP Stock Holding History

Marietta Wealth 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
2024 Q1	–	Sell	-18,311	Closed	-$648K	–	101
2023 Q4	$648K	Sell	18,311 -133,522	-88%	-$4.89M	0.12%	89
2023 Q3	$5.88M	Buy	151,833 +4,090	+3%	+$152K	1.17%	31
2023 Q2	$5.21M	Buy	147,743 +962	+0.7%	+$35.6K	0.98%	48
2023 Q1	$5.57M	Sell	146,781 -16,209	-10%	-$606K	1.18%	29
2022 Q4	$5.69M	Sell	162,990 -7,542	-4%	-$251K	1.29%	32
2022 Q3	$4.87M	Sell	170,532 -2,281	-1%	-$67.9K	1.22%	32
2022 Q2	$4.9M	Sell	172,813 -1,170	-0.7%	-$35.8K	1.18%	36
2022 Q1	$5.12M	Buy	173,983 +11,613	+7%	+$354K	1.07%	39
2021 Q4	$4.32M	Buy	162,370 +9,956	+7%	+$276K	0.87%	46
2021 Q3	$4.17M	Buy	152,414 +15,065	+11%	+$377K	0.91%	46
2021 Q2	$3.63M	Buy	137,349 +42,658	+45%	+$1.12M	0.82%	52
2021 Q1	$2.31M	Buy	+94,691	New	+$2.28M	0.57%	67

Other funds holding BP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return