BRWA
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B. Riley Wealth Advisors’s BHP BHP Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-3,571
Closed -$222K – 1152
2024
Q3 		$222K Sell
3,571
-255
-7% -$14.1K 0.01% 1093
2024
Q2 		$218K Sell
3,826
-1,294
-25% -$75.2K 0.01% 1186
2024
Q1 		$291K Buy
5,120
+1,616
+46% +$96.7K 0.01% 1049
2023
Q4 		$239K Sell
3,504
-1,616
-32% -$97.5K 0.01% 1161
2023
Q3 		$291K Sell
5,120
-13,603
-73% -$795K 0.01% 1049
2023
Q2 		$1.12M Buy
18,723
+6,915
+59% +$412K 0.03% 527
2023
Q1 		$749K Buy
11,808
+7,736
+190% +$499K 0.02% 643
2022
Q4 		$253K Sell
4,072
-19,757
-83% -$1.11M 0.01% 1129
2022
Q3 		$1.19M Buy
23,829
+11,176
+88% +$592K 0.04% 449
2022
Q2 		$711K Sell
12,653
-2,440
-16% -$151K 0.03% 518
2022
Q1 		$1.04M Buy
15,093
+3,575
+31% +$217K 0.03% 477
2021
Q4 		$621K Buy
11,518
+3,443
+43% +$172K 0.02% 712
2021
Q3 		$386K Buy
+8,075
New +$493K 0.01% 910
2015
Q2 		– Sell
-7,492
Closed -$294K – 542
2015
Q1 		$294K Buy
7,492
+6,333
+546% +$257K 0.07% 360
2014
Q4 		$46 Buy
+1,159
New +$53.5K ﹤0.01% 2132
2014
Q3 		– Sell
-1,739
Closed -$101K – 771
2014
Q2 		$101K Buy
+1,739
New +$102K 0.02% 724

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return