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Concourse Financial Group Securities’s BHP BHP Stock Holding History

Concourse Financial Group Securities’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
-556
Closed -$27.3K – 208
2024
Q4 		$27.3K Sell
556
-1
-0.2% -$54 ﹤0.01% 1449
2024
Q3 		$35.4K Sell
557
-322
-37% -$17.8K ﹤0.01% 1314
2024
Q2 		$50.2K Sell
879
-100
-10% -$5.81K ﹤0.01% 1172
2024
Q1 		$56.5K Sell
979
-623
-39% -$37.3K ﹤0.01% 1136
2023
Q4 		$109K Buy
1,602
+248
+18% +$15K 0.01% 870
2023
Q3 		$77K Sell
1,354
-19
-1% -$1.11K 0.01% 932
2023
Q2 		$82K Sell
1,373
-55
-4% -$3.28K 0.01% 918
2023
Q1 		$90.6K Sell
1,428
-7
-0.5% -$451 0.01% 897
2022
Q4 		$89.1K Buy
1,435
+200
+16% +$11.2K 0.01% 866
2022
Q3 		$62K Buy
1,235
+72
+6% +$3.81K 0.01% 876
2022
Q2 		$65K Sell
1,163
-232
-17% -$14.4K 0.01% 974
2022
Q1 		$96K Buy
1,395
+125
+10% +$7.59K 0.01% 884
2021
Q4 		$68K Sell
1,270
-783
-38% -$39.2K ﹤0.01% 1159
2021
Q3 		$98K Sell
2,053
-356
-15% -$21.7K 0.01% 1001
2021
Q2 		$157K Buy
2,409
+1,091
+83% +$72.1K 0.01% 795
2021
Q1 		$82K Buy
+1,318
New +$84.8K 0.01% 1024
2020
Q2 		– Sell
-15
Closed -$587 – 2085
2020
Q1 		$0 Buy
+15
New +$626 ﹤0.01% 2166
2019
Q2 		– Sell
-83
Closed -$4.01K – 2255
2019
Q1 		$4K Sell
83
-182
-69% -$8.3K ﹤0.01% 1784
2018
Q4 		$11K Buy
+265
New +$11.1K ﹤0.01% 1383

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's BHP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of BHP (BHP) in Q1 2025, closing a stake of 556 shares — an estimated $27.3K sold.

Concourse Financial Group Securities first reported a position in BHP in Q4 2018 and held it in 19 quarters. The position peaked at $157K in Q2 2021. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 556 BHP shares in Q1 2025, an estimated $27.3K.
  • Concourse Financial Group Securities first reported a position in BHP in Q4 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's BHP position peaked at $157K in Q2 2021.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.