Pacific Capital Wealth Advisors’s BP BP Stock Holding History

Pacific Capital Wealth Advisors’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
2025 Q1	–	Sell	-55	Closed	-$1.63K	–	122
2024 Q4	$1.63K	Sell	55 -23	-29%	-$691	﹤0.01%	356
2024 Q3	$2.45K	Buy	78 +23	+42%	+$778	﹤0.01%	387
2024 Q2	$1.99K	Hold	55	–	–	﹤0.01%	438
2024 Q1	$2.07K	Hold	55	–	–	﹤0.01%	436
2023 Q4	$1.95K	Buy	+55	New	+$2.01K	﹤0.01%	286
2020 Q4	–	Sell	-50	Closed	-$1K	–	83
2020 Q3	$1K	Buy	+50	New	+$1.08K	﹤0.01%	204

Other funds holding BP

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's BP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of BP (BP) in Q1 2025, closing a stake of 55 shares — an estimated $1.63K sold.

Pacific Capital Wealth Advisors first reported a position in BP in Q3 2020 and held it in 6 quarters. The position peaked at $2.45K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 55 BP shares in Q1 2025, an estimated $1.63K.
Pacific Capital Wealth Advisors first reported a position in BP in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's BP position peaked at $2.45K in Q3 2024.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.