Simplicity Wealth’s BP BP Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-6,331	Closed	-$214K	–	596
2025 Q1	$214K	Buy	+6,331	New	+$207K	0.02%	512
2024 Q3	–	Sell	-235,474	Closed	-$8.5M	–	572
2024 Q2	$8.5M	Buy	235,474 +59,374	+34%	+$2.22M	0.19%	101
2024 Q1	$6.64M	Buy	+176,100	New	+$6.31M	0.16%	131

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Simplicity Wealth's BP Position: Q2 2025 in Review

Simplicity Wealth sold out of BP (BP) in Q2 2025, closing a stake of 6,331 shares — an estimated $214K sold.

Simplicity Wealth first reported a position in BP in Q1 2024 and held it in 3 quarters. The position peaked at $8.5M in Q2 2024. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Simplicity Wealth reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 6,331 BP shares in Q2 2025, an estimated $214K.
Simplicity Wealth first reported a position in BP in Q1 2024 and held it in 3 quarters.
Simplicity Wealth's BP position peaked at $8.5M in Q2 2024.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.