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Triad Wealth Partners’s BHP BHP Stock Holding History

Triad 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
2024
Q3 		– Sell
-33
Closed -$1.88K – 144
2024
Q2 		$1.88K Buy
+33
New +$1.92K ﹤0.01% 770

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Triad Wealth Partners's BHP Position: Q3 2024 in Review

Triad Wealth Partners sold out of BHP (BHP) in Q3 2024, closing a stake of 33 shares — an estimated $1.88K sold.

Triad Wealth Partners first reported a position in BHP in Q2 2024 and held it in 1 quarter. The position peaked at $1.88K in Q2 2024. 665 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Triad Wealth Partners reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 33 BHP shares in Q3 2024, an estimated $1.88K.
  • Triad Wealth Partners first reported a position in BHP in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's BHP position peaked at $1.88K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.