AlphaStar Capital Management’s BHP BHP Stock Holding History

AlphaStar Capital 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
2024 Q2	–	Sell	-4,203	Closed	-$242K	–	310
2024 Q1	$242K	Sell	4,203 -3,993	-49%	-$239K	0.02%	260
2023 Q4	$560K	Sell	8,196 -3,428	-29%	-$207K	0.05%	174
2023 Q3	$661K	Sell	11,624 -1,436	-11%	-$83.9K	0.08%	146
2023 Q2	$779K	Buy	13,060 +106	+0.8%	+$6.32K	0.09%	148
2023 Q1	$821K	Buy	12,954 +1,603	+14%	+$103K	0.07%	155
2022 Q4	$704K	Buy	11,351 +613	+6%	+$34.5K	0.07%	171
2022 Q3	$537K	Buy	10,738 +859	+9%	+$45.5K	0.06%	186
2022 Q2	$555K	Buy	+9,879	New	+$613K	0.05%	207
2021 Q4	–	Sell	-7,917	Closed	-$395K	–	383
2021 Q3	$395K	Buy	7,917 +630	+9%	+$38.5K	0.03%	282
2021 Q2	$473K	Buy	7,287 +673	+10%	+$44.5K	0.06%	194
2021 Q1	$409K	Buy	+6,614	New	+$426K	0.06%	170

Other funds holding BHP

Fisher Asset Management

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return