Straight Path Wealth Management’s BP BP Stock Holding History

Straight Path 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	$705K	Hold	15,000	–	–	0.19%	49
2025 Q4	$521K	Buy	15,000 +8,500	+131%	+$298K	0.14%	64
2025 Q3	$4.37M	Sell	6,500 -8,540	-57%	-$286K	1.22%	14
2025 Q2	$450K	Hold	15,040	–	–	0.15%	62
2025 Q1	$508K	Hold	15,040	–	–	0.21%	46
2024 Q4	$445K	Sell	15,040 -102	-0.7%	-$3.06K	0.18%	55
2024 Q3	$475K	Buy	15,142 +3,000	+25%	+$101K	0.2%	44
2024 Q2	$438K	Buy	12,142 +2,000	+20%	+$74.9K	0.23%	53
2024 Q1	$382K	Hold	10,142	–	–	0.21%	59
2023 Q4	$359K	Hold	10,142	–	–	0.21%	58
2023 Q3	$393K	Hold	10,142	–	–	0.27%	50
2023 Q2	$358K	Buy	10,142 +102	+1%	+$3.77K	0.25%	51
2023 Q1	$381K	Hold	10,040	–	–	0.3%	47
2022 Q4	$351K	Buy	10,040 +40	+0.4%	+$1.33K	0.34%	44
2022 Q3	$286K	Hold	10,000	–	–	0.26%	57
2022 Q2	$284K	Hold	10,000	–	–	0.28%	54
2022 Q1	$294K	Sell	10,000 -2,000	-17%	-$61K	0.25%	50
2021 Q4	$320K	Buy	+12,000	New	+$333K	0.28%	54

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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