Archford Capital Strategies’s BHP BHP Stock Holding History

Archford Capital Strategies’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	-9,231	Closed	-$533K	–	262
2024 Q1	$533K	Buy	9,231 +334	+4%	+$20K	0.09%	170
2023 Q4	$608K	Buy	8,897 +965	+12%	+$58.2K	0.11%	154
2023 Q3	$451K	Buy	7,932 +152	+2%	+$8.88K	0.09%	204
2023 Q2	$478K	Buy	7,780 +404	+5%	+$24.1K	0.09%	210
2023 Q1	$447K	Buy	7,376 +264	+4%	+$17K	0.09%	206
2022 Q4	$441K	Buy	7,112 +637	+10%	+$35.8K	0.1%	211
2022 Q3	$324K	Buy	6,475 +287	+5%	+$15.2K	0.08%	221
2022 Q2	$348K	Buy	+6,188	New	+$384K	0.09%	210
2022 Q1	–	Sell	-4,402	Closed	-$237K	–	284
2021 Q4	$237K	Sell	4,402 -29	-0.7%	-$1.45K	0.05%	280
2021 Q3	$212K	Buy	4,431 +163	+4%	+$9.96K	0.05%	294
2021 Q2	$277K	Buy	+4,268	New	+$282K	0.07%	252

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