Alpha Cubed Investments’s BHP BHP Stock Holding History

Alpha Cubed Investments’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 Q4	–	Sell	-4,672	Closed	-$223K	–	274
2021 Q3	$223K	Sell	4,672 -193	-4%	-$11.8K	0.02%	236
2021 Q2	$316K	Sell	4,865 -168	-3%	-$11.1K	0.02%	207
2021 Q1	$312K	Sell	5,033 -597	-11%	-$38.4K	0.02%	205
2020 Q4	$328K	Buy	5,630 +364	+7%	+$18.2K	0.03%	192
2020 Q3	$243K	Sell	5,266 -979	-16%	-$47.1K	0.02%	190
2020 Q2	$277K	Sell	6,245 -2,359	-27%	-$92.3K	0.03%	172
2020 Q1	$282K	Sell	8,604 -420,578	-98%	-$17.6M	0.03%	165
2019 Q4	$20.9M	Buy	429,182 +25,074	+6%	+$1.14M	2.15%	15
2019 Q3	$17.8M	Buy	404,108 +11,403	+3%	+$533K	2.08%	19
2019 Q2	$20.4M	Buy	392,705 +37,213	+10%	+$1.8M	2.36%	9
2019 Q1	$17.3M	Sell	355,492 -14,197	-4%	-$647K	2.1%	18
2018 Q4	$15.9M	Buy	369,689 +4,416	+1%	+$185K	2.39%	12
2018 Q3	$15.2M	Sell	365,273 -9,558	-3%	-$414K	1.77%	20
2018 Q2	$16.7M	Buy	374,831 +61,123	+19%	+$2.65M	2.15%	16
2018 Q1	$12.4M	Buy	313,708 +166,200	+113%	+$6.99M	1.62%	26
2017 Q4	$6.05M	Buy	+147,508	New	+$5.55M	0.79%	37

Other funds holding BHP

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

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

Fisher Asset Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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