Accel Wealth Management’s BHP BHP Stock Holding History

Accel Wealth Management’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 Q3	–	Sell	-39	Closed	-$3K	–	829
2021 Q2	$3K	Buy	39 +1	+3%	+$66	﹤0.01%	833
2021 Q1	$2K	Buy	38 +1	+3%	+$64	﹤0.01%	818
2020 Q4	$2K	Buy	+37	New	+$1.85K	﹤0.01%	777

Other funds holding BHP

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

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

Accel Wealth Management's BHP Position: Q3 2021 in Review

Accel Wealth Management sold out of BHP (BHP) in Q3 2021, closing a stake of 39 shares — an estimated $3K sold.

Accel Wealth Management first reported a position in BHP in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Accel Wealth Management reported no remaining BHP position as of Q3 2021 after selling out during the quarter.
Accel Wealth Management sold 39 BHP shares in Q3 2021, an estimated $3K.
Accel Wealth Management first reported a position in BHP in Q4 2020 and held it in 3 quarters.
Accel Wealth Management's BHP position peaked at $3K in Q2 2021.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.