Icon Wealth Partners’s BHP BHP Stock Holding History

Icon 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
2023 Q3	$157K	Hold	2,758	–	–	0.02%	319
2023 Q2	$165K	Hold	2,758	–	–	0.02%	340
2023 Q1	$175K	Buy	+2,758	New	+$178K	0.02%	332

Other funds holding BHP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Icon Wealth Partners's BHP Position: Q3 2023 in Review

Icon Wealth Partners held its BHP (BHP) position steady in Q3 2023 at 2,758 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #319.

Icon Wealth Partners first reported a position in BHP in Q1 2023 and has held it in 3 quarters since. The position peaked at $175K in Q1 2023. 659 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Icon Wealth Partners held 2,758 shares of BHP worth $157K as of Q3 2023.
Icon Wealth Partners left its BHP share count unchanged in Q3 2023.
BHP made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #319 holding.
Icon Wealth Partners first reported a position in BHP in Q1 2023 and has held it in 3 quarters since.
Icon Wealth Partners's BHP position peaked at $175K in Q1 2023.
659 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.