Stratos Wealth Advisors’s BP BP Stock Holding History

Stratos 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
2026 Q1	–	Sell	-6,909	Closed	-$240K	–	618
2025 Q4	$240K	Sell	6,909 -3,073	-31%	-$108K	0.01%	580
2025 Q3	$344K	Buy	9,982 +985	+11%	+$33K	0.02%	524
2025 Q2	$269K	Buy	8,997 +312	+4%	+$9.15K	0.01%	569
2025 Q1	$293K	Sell	8,685 -826	-9%	-$27K	0.02%	555
2024 Q4	$281K	Buy	9,511 +229	+2%	+$6.88K	0.01%	594
2024 Q3	$291K	Buy	9,282 +1,641	+21%	+$55.5K	0.01%	614
2024 Q2	$276K	Buy	7,641 +1,025	+15%	+$38.4K	0.01%	588
2024 Q1	$249K	Buy	+6,616	New	+$237K	0.01%	585
2022 Q3	–	Sell	-7,061	Closed	-$200K	–	492
2022 Q2	$200K	Buy	+7,061	New	+$216K	0.02%	495
2021 Q3	–	Sell	-10,431	Closed	-$276K	–	506
2021 Q2	$276K	Buy	10,431 +2,138	+26%	+$56.1K	0.02%	459
2021 Q1	$202K	Buy	+8,293	New	+$200K	0.02%	466

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