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 $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return