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Wealthcare Advisory Partners’s BP BP Stock Holding History

Wealthcare Advisory 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
2025
Q3 		– Sell
-7,654
Closed -$229K – 1023
2025
Q2 		$229K Buy
7,654
+12
+0.2% +$352 0.01% 891
2025
Q1 		$258K Buy
7,642
+123
+2% +$4.01K 0.01% 795
2024
Q4 		$222K Sell
7,519
-328
-4% -$9.86K 0.01% 819
2024
Q3 		$246K Sell
7,847
-796
-9% -$26.9K 0.01% 773
2024
Q2 		$312K Buy
8,643
+477
+6% +$17.9K 0.01% 663
2024
Q1 		$308K Buy
+8,166
New +$293K 0.01% 663
2023
Q2 		– Sell
-5,346
Closed -$203K – 723
2023
Q1 		$203K Sell
5,346
-1,021
-16% -$38.1K 0.01% 687
2022
Q4 		$222K Buy
+6,367
New +$212K 0.01% 623
2022
Q3 		– Sell
-7,191
Closed -$204K – 601
2022
Q2 		$204K Sell
7,191
-3,700
-34% -$113K 0.01% 528
2022
Q1 		$320K Sell
10,891
-1,572
-13% -$47.9K 0.02% 397
2021
Q4 		$332K Sell
12,463
-3,220
-21% -$89.3K 0.02% 419
2021
Q3 		$429K Sell
15,683
-3,072
-16% -$77K 0.03% 348
2021
Q2 		$496K Sell
18,755
-895
-5% -$23.5K 0.03% 321
2021
Q1 		$478K Buy
19,650
+6,346
+48% +$153K 0.03% 297
2020
Q4 		$273K Buy
+13,304
New +$251K 0.02% 340
2020
Q2 		– Sell
-4,627
Closed -$113K – 436
2020
Q1 		$113K Sell
4,627
-3,891
-46% -$126K 0.02% 352
2019
Q4 		$321K Buy
8,518
+730
+9% +$27.7K 0.04% 230
2019
Q3 		$296K Buy
7,788
+956
+14% +$36.5K 0.04% 212
2019
Q2 		$280K Sell
6,832
-200
-3% -$8.39K 0.04% 212
2019
Q1 		$302K Buy
7,032
+620
+10% +$25.4K 0.05% 183
2018
Q4 		$236K Buy
6,412
+374
+6% +$14.9K 0.05% 190
2018
Q3 		$266K Sell
6,038
-129
-2% -$5.39K 0.05% 182
2018
Q2 		$265K Buy
6,167
+1,762
+40% +$74K 0.05% 183
2018
Q1 		$166K Buy
4,405
+515
+13% +$19.4K 0.04% 214
2017
Q4 		$150K Sell
3,890
-34
-0.9% -$1.23K 0.04% 208
2017
Q3 		$136K Buy
+3,924
New +$125K 0.04% 181

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wealthcare Advisory Partners's BP Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of BP (BP) in Q3 2025, closing a stake of 7,654 shares — an estimated $229K sold.

Wealthcare Advisory Partners first reported a position in BP in Q3 2017 and held it in 26 quarters. The position peaked at $496K in Q2 2021. 1,112 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,654 BP shares in Q3 2025, an estimated $229K.
  • Wealthcare Advisory Partners first reported a position in BP in Q3 2017 and held it in 26 quarters.
  • Wealthcare Advisory Partners's BP position peaked at $496K in Q2 2021.
  • 1,112 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.