Sweet Financial Partners’s BP BP Stock Holding History

Sweet Financial Partners’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
2024 Q3	$312K	Sell	9,948 -136	-1%	-$4.6K	0.07%	165
2024 Q2	$364K	Buy	10,084 +1	+0%	+$37	0.08%	142
2024 Q1	$380K	Hold	10,083	–	–	0.09%	143
2023 Q4	$357K	Buy	10,083 +2	+0%	+$73	0.08%	142
2023 Q3	$390K	Buy	10,081 +2	+0%	+$74	0.1%	126
2023 Q2	$356K	Buy	10,079 +2	+0%	+$74	0.09%	132
2023 Q1	$382K	Hold	10,077	–	–	0.11%	120
2022 Q4	$352K	Sell	10,077 -98	-1%	-$3.26K	0.1%	122
2022 Q3	$291K	Buy	10,175 +1	+0%	+$30	0.09%	132
2022 Q2	$288K	Sell	10,174 -103	-1%	-$3.16K	0.09%	130
2022 Q1	$302K	Buy	10,277 +455	+5%	+$13.9K	0.08%	135
2021 Q4	$262K	Buy	+9,822	New	+$272K	0.11%	121

Other funds holding BP

Fisher Asset Management

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return