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Impact Partnership Wealth’s BHP BHP Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-225
Closed -$13K – 259
2024
Q1 		$13K Hold
225
– – 0.01% 426
2023
Q4 		$15.4K Hold
225
– – 0.01% 442
2023
Q3 		$12.8K Sell
225
-9,372
-98% -$548K ﹤0.01% 550
2023
Q2 		$573K Buy
+9,597
New +$572K 0.2% 55

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Impact Partnership Wealth's BHP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of BHP (BHP) in Q2 2024, closing a stake of 225 shares — an estimated $13K sold.

Impact Partnership Wealth first reported a position in BHP in Q2 2023 and held it in 4 quarters. The position peaked at $573K in Q2 2023. 660 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 225 BHP shares in Q2 2024, an estimated $13K.
  • Impact Partnership Wealth first reported a position in BHP in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's BHP position peaked at $573K in Q2 2023.
  • 660 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.