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Concord Wealth Partners’s BHP BHP Stock Holding History

Concord Wealth Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$391 – 832
2024
Q4 		$391 Hold
8
– – ﹤0.01% 873
2024
Q3 		$497 Buy
+8
New +$442 ﹤0.01% 900
2024
Q1 		– Sell
-200
Closed -$13.7K – 859
2023
Q4 		$13.7K Sell
200
-18
-8% -$1.09K ﹤0.01% 527
2023
Q3 		$12.4K Hold
218
– – ﹤0.01% 585
2023
Q2 		$13K Hold
218
– – ﹤0.01% 571
2023
Q1 		$13.8K Sell
218
-6
-3% -$387 ﹤0.01% 549
2022
Q4 		$13.9K Buy
+224
New +$12.6K ﹤0.01% 590
2022
Q3 		– Sell
-24
Closed -$1K – 255
2022
Q2 		$1K Sell
24
-3
-11% -$186 ﹤0.01% 1102
2022
Q1 		$2K Sell
27
-150
-85% -$9.11K ﹤0.01% 1069
2021
Q4 		$10K Buy
177
+157
+785% +$7.85K ﹤0.01% 774
2021
Q3 		$1K Sell
20
-260
-93% -$15.9K ﹤0.01% 807
2021
Q2 		$18K Hold
280
– – 0.01% 518
2021
Q1 		$17K Buy
+280
New +$18K 0.01% 496

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's BHP Position: Q1 2025 in Review

Concord Wealth Partners sold out of BHP (BHP) in Q1 2025, closing a stake of 8 shares — an estimated $391 sold.

Concord Wealth Partners first reported a position in BHP in Q1 2021 and held it in 13 quarters. The position peaked at $18K in Q2 2021. 623 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Concord Wealth Partners reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 8 BHP shares in Q1 2025, an estimated $391.
  • Concord Wealth Partners first reported a position in BHP in Q1 2021 and held it in 13 quarters.
  • Concord Wealth Partners's BHP position peaked at $18K in Q2 2021.
  • 623 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.