Annapolis Financial Services’s BHP BHP Stock Holding History

Annapolis Financial 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
2024 Q3	$4.47K	Hold	72	–	–	﹤0.01%	325
2024 Q2	$4.11K	Hold	72	–	–	﹤0.01%	318
2024 Q1	$4.15K	Hold	72	–	–	﹤0.01%	315
2023 Q4	$4.92K	Hold	72	–	–	﹤0.01%	394
2023 Q3	$4.1K	Hold	72	–	–	﹤0.01%	397
2023 Q2	$4.3K	Hold	72	–	–	﹤0.01%	405
2023 Q1	$4.57K	Hold	72	–	–	﹤0.01%	366
2022 Q4	$4.47K	Hold	72	–	–	﹤0.01%	360
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	405
2022 Q2	$4K	Sell	72 -9	-11%	-$559	﹤0.01%	341
2022 Q1	$6K	Hold	81	–	–	﹤0.01%	323
2021 Q4	$4K	Hold	81	–	–	﹤0.01%	359
2021 Q3	$4K	Hold	81	–	–	﹤0.01%	349
2021 Q2	$5K	Hold	81	–	–	﹤0.01%	304
2021 Q1	$5K	Hold	81	–	–	﹤0.01%	291
2020 Q4	$5K	Buy	+81	New	+$4.06K	﹤0.01%	297

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Annapolis Financial Services's BHP Position: Q3 2024 in Review

Annapolis Financial Services held its BHP (BHP) position steady in Q3 2024 at 72 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Annapolis Financial Services first reported a position in BHP in Q4 2020 and has held it in 16 quarters since. The position peaked at $6K in Q1 2022. 663 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Annapolis Financial Services held 72 shares of BHP worth $4.47K as of Q3 2024.
Annapolis Financial Services left its BHP share count unchanged in Q3 2024.
BHP made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #325 holding.
Annapolis Financial Services first reported a position in BHP in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's BHP position peaked at $6K in Q1 2022.
663 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.