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Independent Solutions Wealth Management’s BHP BHP Stock Holding History

Independent Solutions Wealth Management’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
2021
Q4 		– Sell
-5,047
Closed -$241K – 229
2021
Q3 		$241K Buy
5,047
+140
+3% +$8.55K 0.06% 197
2021
Q2 		$319K Buy
+4,907
New +$324K 0.08% 173

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Independent Solutions Wealth Management's BHP Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of BHP (BHP) in Q4 2021, closing a stake of 5,047 shares — an estimated $241K sold.

Independent Solutions Wealth Management first reported a position in BHP in Q2 2021 and held it in 2 quarters. The position peaked at $319K in Q2 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,047 BHP shares in Q4 2021, an estimated $241K.
  • Independent Solutions Wealth Management first reported a position in BHP in Q2 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's BHP position peaked at $319K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.