Onyx Bridge Wealth Group’s BP BP Stock Holding History

Onyx Bridge Wealth Group’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 Q4	–	Sell	-14,881	Closed	-$467K	–	285
2024 Q3	$467K	Sell	14,881 -3,036	-17%	-$103K	0.07%	168
2024 Q2	$647K	Hold	17,917	–	–	0.11%	128
2024 Q1	$707K	Sell	17,917 -233	-1%	-$8.35K	0.13%	118
2023 Q4	$643K	Sell	18,150 -196	-1%	-$7.18K	0.13%	110
2023 Q3	$710K	Sell	18,346 -800	-4%	-$29.7K	0.17%	95
2023 Q2	$676K	Sell	19,146 -2,321	-11%	-$85.9K	0.16%	103
2023 Q1	$814K	Sell	21,467 -1,015	-5%	-$37.9K	0.33%	57
2022 Q4	$775K	Sell	22,482 -1,295	-5%	-$43.1K	0.32%	47
2022 Q3	$712K	Sell	23,777 -831	-3%	-$24.7K	0.32%	49
2022 Q2	$678K	Buy	24,608 +5,602	+29%	+$172K	0.3%	45
2022 Q1	$544K	Buy	19,006 +11,024	+138%	+$336K	0.21%	62
2021 Q4	$218K	Buy	7,982 +90	+1%	+$2.5K	0.07%	143
2021 Q3	$234K	Buy	+7,892	New	+$198K	0.09%	129

Other funds holding BP

Fisher Asset Management

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

Norges Bank Oslo, Norway $935B AUM

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

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Millennium Management

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return