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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

BHP holding history

BHP Group Ltd in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHP overviewAll 13F holders of BHPFull Q3 2023 holdings

Shares (Q3 2023)
4,350
Value
$247.4K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of BHP by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20234,350$247.4K<0.1%00.0%UnchangedHolders
Q2 20234,350$259.6K<0.1%00.0%UnchangedHolders
Q1 20234,350$275.8K<0.1%00.0%UnchangedHolders
Q4 20224,350$269.9K<0.1%00.0%UnchangedHolders
Q3 20224,350$218.0K<0.1%00.0%UnchangedHolders
Q2 20224,350$244.0K0.1%00.0%UnchangedHolders
Q1 20224,350$336.0K0.1%00.0%UnchangedHolders
Q4 20214,350$263.0K<0.1%00.0%UnchangedHolders
Q3 20214,350$233.0K<0.1%−16−0.4%ReducedHolders
Q2 20214,366$318.0K0.1%00.0%UnchangedHolders
Q1 20214,366$352.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.