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ACG Wealth’s BHP BHP Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-37
Closed -$2K – 308
2022
Q2 		$2K Buy
+37
New +$2.3K ﹤0.01% 810
2019
Q2 		– Sell
-7,753
Closed -$378K – 343
2019
Q1 		$378K Sell
7,753
-558
-7% -$25.4K 0.05% 238
2018
Q4 		$358K Buy
8,311
+235
+3% +$9.85K 0.05% 217
2018
Q3 		$359K Buy
8,076
+468
+6% +$20.3K 0.05% 230
2018
Q2 		$339K Buy
7,608
+1,339
+21% +$57.9K 0.05% 213
2018
Q1 		$248K Buy
+6,269
New +$264K 0.04% 255
2013
Q3 		– Sell
-12,684
Closed -$618K – 94
2013
Q2 		$618K Buy
+12,684
New +$703K 0.24% 78

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's BHP Position: Q3 2022 in Review

ACG Wealth sold out of BHP (BHP) in Q3 2022, closing a stake of 37 shares — an estimated $2K sold.

ACG Wealth first reported a position in BHP in Q2 2013 and held it in 7 quarters. The position peaked at $618K in Q2 2013. 555 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

  • ACG Wealth reported no remaining BHP position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 37 BHP shares in Q3 2022, an estimated $2K.
  • ACG Wealth first reported a position in BHP in Q2 2013 and held it in 7 quarters.
  • ACG Wealth's BHP position peaked at $618K in Q2 2013.
  • 555 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.