SFP
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Shepherd Financial Partners’s BHP BHP Stock Holding History

Shepherd Financial 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
2024
Q3 		– Sell
-9,510
Closed -$543K – 218
2024
Q2 		$543K Sell
9,510
-16,271
-63% -$945K 0.07% 141
2024
Q1 		$1.49M Buy
25,781
+840
+3% +$50.3K 0.19% 76
2023
Q4 		$1.7M Sell
24,941
-4
-0% -$241 0.24% 66
2023
Q3 		$1.42M Sell
24,945
-2,561
-9% -$150K 0.22% 71
2023
Q2 		$1.64M Buy
27,506
+783
+3% +$46.7K 0.25% 64
2023
Q1 		$1.69M Buy
26,723
+122
+0.5% +$7.87K 0.28% 60
2022
Q4 		$1.65M Buy
26,601
+5,882
+28% +$331K 0.3% 60
2022
Q3 		$1.04M Buy
20,719
+12,600
+155% +$667K 0.2% 78
2022
Q2 		$456K Sell
8,119
-31
-0.4% -$1.93K 0.09% 118
2022
Q1 		$560K Buy
+8,150
New +$495K 0.1% 115

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Bank of America
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return