Total Clarity Wealth Management’s BP BP Stock Holding History

Total Clarity 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	–	Sell	-28,138	Closed	-$977K	–	316
2025 Q4	$977K	Sell	28,138 -55	-0.2%	-$1.93K	0.24%	107
2025 Q3	$972K	Sell	28,193 -163	-0.6%	-$5.46K	0.26%	105
2025 Q2	$849K	Buy	28,356 +21,306	+302%	+$625K	0.24%	107
2025 Q1	$208K	Hold	7,050	–	–	0.07%	248
2024 Q4	$208K	Sell	7,050 -1,284	-15%	-$38.6K	0.07%	248
2024 Q3	$262K	Buy	+8,334	New	+$282K	0.08%	213
2022 Q4	–	Sell	-10,303	Closed	-$294K	–	229
2022 Q3	$294K	Buy	10,303 +1,189	+13%	+$35.4K	0.18%	155
2022 Q2	$258K	Buy	+9,114	New	+$279K	0.13%	162
2022 Q1	–	Sell	-440	Closed	-$12K	–	292
2021 Q4	$12K	Hold	440	–	–	0.01%	648
2021 Q3	$12K	Buy	+440	New	+$11K	0.01%	626
2021 Q2	–	Sell	-440	Closed	-$11K	–	251
2021 Q1	$11K	Buy	+440	New	+$10.6K	0.01%	541
2020 Q1	–	Sell	-440	Closed	-$17K	–	145
2019 Q4	$17K	Buy	+440	New	+$16.7K	0.01%	417

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