Wealthcare Advisory Partners’s BHP BHP Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-825	Closed	-$51K	–	685
2021 Q1	$51K	Buy	+825	New	+$53.1K	﹤0.01%	864
2020 Q2	–	Sell	-200	Closed	-$7K	–	415
2020 Q1	$7K	Sell	200 -205	-51%	-$8.56K	﹤0.01%	1001
2019 Q4	$20K	Hold	405	–	–	﹤0.01%	758
2019 Q3	$18K	Hold	405	–	–	﹤0.01%	770
2019 Q2	$21K	Hold	405	–	–	﹤0.01%	705
2019 Q1	$20K	Sell	405 -33	-8%	-$1.5K	﹤0.01%	654
2018 Q4	$19K	Hold	438	–	–	﹤0.01%	635
2018 Q3	$19K	Hold	438	–	–	﹤0.01%	686
2018 Q2	$20K	Buy	438 +205	+88%	+$8.87K	﹤0.01%	668
2018 Q1	$9K	Sell	233 -33	-12%	-$1.39K	﹤0.01%	741
2017 Q4	$11K	Buy	266 +33	+14%	+$1.24K	﹤0.01%	650
2017 Q3	$8K	Buy	+233	New	+$8.52K	﹤0.01%	580

Other funds holding BHP

Bank of America

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return