Altium Wealth Management’s BHP BHP Stock Holding History

Altium 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
2022 Q2	$1.03M	Sell	18,282 -4,707	-20%	-$292K	0.07%	157
2022 Q1	$1.58M	Buy	22,989 +13,620	+145%	+$828K	0.1%	111
2021 Q4	$504K	Sell	9,369 -677	-7%	-$33.9K	0.03%	253
2021 Q3	$480K	Hold	10,046	–	–	0.03%	232
2021 Q2	$653K	Sell	10,046 -73	-0.7%	-$4.83K	0.05%	187
2021 Q1	$626K	Sell	10,119 -424	-4%	-$27.3K	0.05%	179
2020 Q4	$615K	Sell	10,543 -1,355	-11%	-$67.9K	0.05%	157
2020 Q3	$549K	Buy	11,898 +1,177	+11%	+$56.6K	0.06%	150
2020 Q2	$476K	Buy	10,721 +3,754	+54%	+$147K	0.05%	172
2020 Q1	$228K	Buy	+6,967	New	+$291K	0.03%	276

Other funds holding BHP

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Altium Wealth Management's BHP Position: Q2 2022 in Review

Altium Wealth Management reduced its BHP (BHP) stake by 20% in Q2 2022, selling an estimated $292K and leaving 18,282 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #157.

Altium Wealth Management first reported a position in BHP in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2022. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Altium Wealth Management held 18,282 shares of BHP worth $1.03M as of Q2 2022.
Altium Wealth Management sold 4,707 BHP shares in Q2 2022, an estimated $292K.
BHP made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #157 holding.
Altium Wealth Management first reported a position in BHP in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's BHP position peaked at $1.58M in Q1 2022.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.