MBM Wealth Consultants’s BP BP Stock Holding History

MBM Wealth Consultants’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 Q1	$50K	Buy	+1,064	New	+$41.7K	0.01%	154
2023 Q2	–	Sell	-1,064	Closed	-$40K	–	119
2023 Q1	$40K	Hold	1,064	–	–	0.02%	163
2022 Q4	$37K	Hold	1,064	–	–	0.02%	176
2022 Q3	$32K	Buy	1,064 +100	+10%	+$2.98K	0.02%	170
2022 Q2	$27K	Hold	964	–	–	0.01%	185
2022 Q1	$28K	Hold	964	–	–	0.01%	208
2021 Q4	$26K	Hold	964	–	–	0.01%	201
2021 Q3	$26K	Hold	964	–	–	0.01%	194
2021 Q2	$25K	Hold	964	–	–	0.01%	177
2021 Q1	$24K	Hold	964	–	–	0.01%	172
2020 Q4	$20K	Sell	964 -606	-39%	-$11.4K	0.01%	167
2020 Q3	$27K	Hold	1,570	–	–	0.02%	153
2020 Q2	$37K	Hold	1,570	–	–	0.03%	135
2020 Q1	$38K	Hold	1,570	–	–	0.03%	115
2019 Q4	$59K	Hold	1,570	–	–	0.04%	116
2019 Q3	$60K	Sell	1,570 -26	-2%	-$992	0.05%	110
2019 Q2	$67K	Hold	1,596	–	–	0.06%	110
2019 Q1	$69K	Sell	1,596 -24	-1%	-$984	0.06%	108
2018 Q4	$60K	Buy	+1,620	New	+$64.7K	0.06%	121

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return