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Optimum Investment Advisors’s BW LPG BWLP Stock Holding History

Optimum Investment Advisors’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$143K Sell
10,000
-100
-1% -$1.45K 0.06% 218
2025
Q2 		$119K Buy
10,100
+200
+2% +$2.13K 0.05% 229
2025
Q1 		$108K Sell
9,900
-2,200
-18% -$26.2K 0.05% 235
2024
Q4 		$137K Sell
12,100
-6,500
-35% -$83.8K 0.06% 216
2024
Q3 		$268K Buy
18,600
+16,100
+644% +$252K 0.12% 161
2024
Q2 		$47.7K Buy
+2,500
New +$44.2K 0.02% 362

Other funds holding BWLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Optimum Investment Advisors's BWLP Position: Q3 2025 in Review

Optimum Investment Advisors reduced its BW LPG (BWLP) stake by 0.99% in Q3 2025, selling an estimated $1.45K and leaving 10,000 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #218.

Optimum Investment Advisors first reported a position in BWLP in Q2 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2024. 62 funds tracked by Wall St. Rank hold BWLP as of Q3 2025.

  • Optimum Investment Advisors held 10,000 shares of BW LPG worth $143K as of Q3 2025.
  • Optimum Investment Advisors sold 100 BW LPG shares in Q3 2025, an estimated $1.45K.
  • BW LPG made up 0.06% of Optimum Investment Advisors's portfolio in Q3 2025, its #218 holding.
  • Optimum Investment Advisors first reported a position in BW LPG in Q2 2024 and has held it in 6 quarters since.
  • Optimum Investment Advisors's BW LPG position peaked at $268K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held BW LPG as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.