Modera Wealth Management’s BP BP Stock Holding History

Modera 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
2026 Q1	–	Sell	-9,270	Closed	-$322K	–	639
2025 Q4	$322K	Buy	9,270 +251	+3%	+$8.81K	﹤0.01%	531
2025 Q3	$311K	Sell	9,019 -30	-0.3%	-$1K	﹤0.01%	538
2025 Q2	$271K	Buy	9,049 +415	+5%	+$12.2K	﹤0.01%	554
2025 Q1	$292K	Buy	8,634 +310	+4%	+$10.1K	﹤0.01%	517
2024 Q4	$246K	Sell	8,324 -230	-3%	-$6.91K	﹤0.01%	552
2024 Q3	$269K	Buy	8,554 +610	+8%	+$20.6K	﹤0.01%	509
2024 Q2	$287K	Sell	7,944 -225	-3%	-$8.43K	﹤0.01%	487
2024 Q1	$308K	Buy	8,169 +169	+2%	+$6.06K	﹤0.01%	476
2023 Q4	$283K	Buy	8,000 +536	+7%	+$19.6K	﹤0.01%	476
2023 Q3	$289K	Buy	7,464 +188	+3%	+$6.98K	0.01%	462
2023 Q2	$257K	Buy	7,276 +201	+3%	+$7.44K	﹤0.01%	486
2023 Q1	$268K	Buy	7,075 +565	+9%	+$21.1K	0.01%	301
2022 Q4	$227K	Buy	+6,510	New	+$217K	0.01%	315
2022 Q3	–	Sell	-7,160	Closed	-$203K	–	318
2022 Q2	$203K	Sell	7,160 -1	-0%	-$31	0.01%	320
2022 Q1	$211K	Buy	+7,161	New	+$218K	0.01%	338

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Acadian Asset Management

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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