WAG
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Wiser Advisor Group’s BP BP Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-35
Closed -$1.19K – 71
2025
Q1 		$1.19K Sell
35
-41
-54% -$1.34K ﹤0.01% 249
2024
Q4 		$2.23K Buy
76
+1
+1% +$30 ﹤0.01% 236
2024
Q3 		$2.35K Hold
75
– – ﹤0.01% 234
2024
Q2 		$2.69K Buy
75
+1
+1% +$37 ﹤0.01% 242
2024
Q1 		$2.79K Sell
74
-7
-9% -$251 ﹤0.01% 247
2023
Q4 		$2.86K Buy
+81
New +$2.97K ﹤0.01% 247

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return