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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

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

Wealthcare Advisory Partners's BHP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BHP (BHP) in Q2 2021, closing a stake of 825 shares — an estimated $51K sold.

Wealthcare Advisory Partners first reported a position in BHP in Q3 2017 and held it in 12 quarters. The position peaked at $51K in Q1 2021. 514 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining BHP position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 825 BHP shares in Q2 2021, an estimated $51K.
Wealthcare Advisory Partners first reported a position in BHP in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's BHP position peaked at $51K in Q1 2021.
514 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.