BEI
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Benjamin Edwards Inc’s BHP BHP Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-28
Closed -$2K – 711
2023
Q4 		$2K Hold
28
– – ﹤0.01% 620
2023
Q3 		$2K Sell
28
-66
-70% -$3.86K ﹤0.01% 616
2023
Q2 		$6K Sell
94
-129
-58% -$7.69K ﹤0.01% 600
2023
Q1 		$14K Sell
223
-295
-57% -$19K ﹤0.01% 551
2022
Q4 		$32K Buy
518
+271
+110% +$15.2K 0.01% 448
2022
Q3 		$12K Buy
247
+16
+7% +$847 ﹤0.01% 544
2022
Q2 		$13K Sell
231
-1,072
-82% -$66.6K ﹤0.01% 555
2022
Q1 		$90K Buy
1,303
+491
+60% +$29.8K 0.03% 376
2021
Q4 		$44K Buy
+812
New +$40.6K 0.01% 429

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return