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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Archford Capital Strategies's BHP Position: Q2 2024 in Review

Archford Capital Strategies sold out of BHP (BHP) in Q2 2024, closing a stake of 9,231 shares — an estimated $533K sold.

Archford Capital Strategies first reported a position in BHP in Q2 2021 and held it in 11 quarters. The position peaked at $608K in Q4 2023. 660 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Archford Capital Strategies reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Archford Capital Strategies sold 9,231 BHP shares in Q2 2024, an estimated $533K.
Archford Capital Strategies first reported a position in BHP in Q2 2021 and held it in 11 quarters.
Archford Capital Strategies's BHP position peaked at $608K in Q4 2023.
660 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Archford Capital Strategies's 13F filing for Q2 2024, filed 17 Jul 2024.