Ameritas Advisory Services’s BHP BHP Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-582	Closed	-$32.5K	–	1041
2025 Q3	$32.5K	Sell	582 -957	-62%	-$50.9K	﹤0.01%	1250
2025 Q2	$74K	Sell	1,539 -3,220	-68%	-$155K	﹤0.01%	1126
2025 Q1	$232K	Buy	4,759 +4	+0.1%	+$199	0.01%	775
2024 Q4	$232K	Sell	4,755 -430	-8%	-$23.4K	0.01%	796
2024 Q3	$322K	Buy	5,185 +151	+3%	+$8.34K	0.01%	659
2024 Q2	$287K	Buy	5,034 +123	+3%	+$7.15K	0.01%	740
2024 Q1	$274K	Sell	4,911 -1,072	-18%	-$64.2K	0.01%	733
2023 Q4	$369K	Buy	5,983 +884	+17%	+$53.4K	0.02%	502
2023 Q3	$291K	Buy	5,099 +88	+2%	+$5.14K	0.01%	639
2023 Q2	$291K	Sell	5,011 -794	-14%	-$47.3K	0.04%	411
2023 Q1	$364K	Buy	5,805 +76	+1%	+$4.9K	0.02%	584
2022 Q4	$355K	Sell	5,729 -72	-1%	-$4.05K	0.02%	651
2022 Q3	$290K	Buy	5,801 +424	+8%	+$22.5K	0.02%	594
2022 Q2	$302K	Sell	5,377 -838	-13%	-$52K	0.02%	617
2022 Q1	$428K	Buy	+6,215	New	+$378K	0.02%	545

Other funds holding BHP

Fisher Asset Management

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

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

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

Wellington Management Group

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

Dimensional Fund Advisors

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

Bank of America

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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