BDO Wealth Advisors’s BHP BHP Stock Holding History

BDO 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
2023 Q2	$30.8K	Buy	516 +386	+297%	+$23K	﹤0.01%	509
2023 Q1	$8.24K	Hold	130	–	–	﹤0.01%	739
2022 Q4	$8.07K	Hold	130	–	–	﹤0.01%	714
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	766
2022 Q2	$7K	Sell	130 -16	-11%	-$993	﹤0.01%	729
2022 Q1	$10K	Buy	146 +11	+8%	+$668	﹤0.01%	726
2021 Q4	$7K	Buy	135 +42	+45%	+$2.1K	﹤0.01%	774
2021 Q3	$4K	Sell	93 -121	-57%	-$7.39K	﹤0.01%	850
2021 Q2	$14K	Hold	214	–	–	﹤0.01%	694
2021 Q1	$13K	Buy	+214	New	+$13.8K	﹤0.01%	687
2018 Q4	–	Sell	-22,420	Closed	-$997K	–	553
2018 Q3	$997K	Hold	22,420	–	–	0.32%	62
2018 Q2	$1M	Buy	+22,420	New	+$970K	0.34%	59
2018 Q1	–	Sell	-26	Closed	-$1K	–	571
2017 Q4	$1K	Buy	+26	New	+$979	﹤0.01%	451

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

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

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BDO Wealth Advisors's BHP Position: Q2 2023 in Review

BDO Wealth Advisors increased its BHP (BHP) stake by 297% in Q2 2023, buying an estimated $23K and bringing the position to 516 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

BDO Wealth Advisors first reported a position in BHP in Q4 2017 and has held it in 13 quarters since. The position peaked at $1M in Q2 2018. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

BDO Wealth Advisors held 516 shares of BHP worth $30.8K as of Q2 2023.
BDO Wealth Advisors bought 386 BHP shares in Q2 2023, an estimated $23K.
BHP made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #509 holding.
BDO Wealth Advisors first reported a position in BHP in Q4 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's BHP position peaked at $1M in Q2 2018.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.