BWM
BBL

BerganKDV Wealth Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

BerganKDV Wealth Management’s Portfolio BBL Stock Details BBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53
Closed -$3K – 1137
2021
Q4 		$3K Hold
53
– – ﹤0.01% 894
2021
Q3 		$3K Hold
53
– – ﹤0.01% 855
2021
Q2 		$3K Hold
53
– – ﹤0.01% 787
2021
Q1 		$3K Hold
53
– – ﹤0.01% 756
2020
Q4 		$3K Buy
+53
New +$2.43K ﹤0.01% 753
2020
Q2 		– Sell
-154
Closed -$5K – 1142
2020
Q1 		$5K Hold
154
– – ﹤0.01% 593
2019
Q4 		$7K Buy
+154
New +$6.77K ﹤0.01% 583

Other funds holding BBL

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CIG
Cairn Investment Group Vancouver, Washington $201M AUM 18% 1-Year Est. Return

BerganKDV Wealth Management's BBL Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2022, closing a stake of 53 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in BBL in Q4 2019 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 2 funds tracked by Wall St. Rank hold BBL as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 53 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2022, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2019 and held it in 7 quarters.
  • BerganKDV Wealth Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $7K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.