Avestar Capital’s BHP BHP Stock Holding History

Avestar Capital’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
2026 Q3	–	Sell	-4,471	Closed	-$372K	–	525
2026 Q2	$372K	Buy	4,471 +143	+3%	+$11.9K	0.02%	439
2026 Q1	$315K	Buy	+4,328	New	+$306K	0.02%	430
2022 Q3	–	Sell	-5,372	Closed	-$302K	–	283
2022 Q2	$302K	Sell	5,372 -11,925	-69%	-$740K	0.07%	204
2022 Q1	$1.19M	Buy	17,297 +11,858	+218%	+$720K	0.19%	110
2021 Q4	$293K	Sell	5,439 -475	-8%	-$23.8K	0.04%	342
2021 Q3	$282K	Buy	5,914 +305	+5%	+$18.6K	0.04%	364
2021 Q2	$364K	Buy	5,609 +649	+13%	+$42.9K	0.05%	296
2021 Q1	$335K	Buy	+4,960	New	+$319K	0.07%	228
2019 Q3	–	Sell	-409	Closed	-$20K	–	244
2019 Q2	$20K	Hold	409	–	–	0.01%	390
2019 Q1	$19K	Hold	409	–	–	0.01%	380
2018 Q4	$16K	Buy	409 +165	+68%	+$6.91K	0.01%	360
2018 Q3	$9K	Sell	244 -78	-24%	-$3.38K	0.01%	476
2018 Q2	$13K	Hold	322	–	–	0.01%	420
2018 Q1	$12K	Buy	+322	New	+$13.5K	0.01%	395

Other funds holding BHP

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

Avestar Capital's BHP Position: Q3 2026 in Review

Avestar Capital sold out of BHP (BHP) in Q3 2026, closing a stake of 4,471 shares — an estimated $372K sold.

Avestar Capital first reported a position in BHP in Q1 2018 and held it in 14 quarters. The position peaked at $1.19M in Q1 2022. 370 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Avestar Capital reported no remaining BHP position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 4,471 BHP shares in Q3 2026, an estimated $372K.
Avestar Capital first reported a position in BHP in Q1 2018 and held it in 14 quarters.
Avestar Capital's BHP position peaked at $1.19M in Q1 2022.
370 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.