Axxcess Wealth Management’s BHP BHP Stock Holding History

Axxcess Wealth Management’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	-7,443	Closed	-$429K	–	850
2024 Q1	$429K	Buy	7,443 +37	+0.5%	+$2.21K	0.01%	578
2023 Q4	$506K	Hold	7,406	–	–	0.01%	509
2023 Q3	$421K	Buy	+7,406	New	+$433K	0.01%	518

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Axxcess Wealth Management's BHP Position: Q2 2024 in Review

Axxcess Wealth Management sold out of BHP (BHP) in Q2 2024, closing a stake of 7,443 shares — an estimated $429K sold.

Axxcess Wealth Management first reported a position in BHP in Q3 2023 and held it in 3 quarters. The position peaked at $506K in Q4 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Axxcess Wealth Management reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Axxcess Wealth Management sold 7,443 BHP shares in Q2 2024, an estimated $429K.
Axxcess Wealth Management first reported a position in BHP in Q3 2023 and held it in 3 quarters.
Axxcess Wealth Management's BHP position peaked at $506K in Q4 2023.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.