BerganKDV Wealth Management’s BHP BHP Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-403	Closed	-$25.6K	–	887
2023 Q1	$25.6K	Buy	+403	New	+$26K	﹤0.01%	489
2022 Q3	–	Sell	-53	Closed	-$3K	–	971
2022 Q2	$3K	Sell	53 -6	-10%	-$373	﹤0.01%	755
2022 Q1	$4K	Buy	+59	New	+$3.58K	﹤0.01%	745
2020 Q2	–	Sell	-96	Closed	-$3K	–	965
2020 Q1	$3K	Hold	96	–	–	﹤0.01%	646
2019 Q4	$5K	Hold	96	–	–	﹤0.01%	606
2019 Q3	$4K	Hold	96	–	–	﹤0.01%	576
2019 Q2	$5K	Hold	96	–	–	﹤0.01%	578
2019 Q1	$5K	Hold	96	–	–	﹤0.01%	584
2018 Q4	$4K	Buy	+96	New	+$4.02K	﹤0.01%	555

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

BerganKDV Wealth Management's BHP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of BHP (BHP) in Q2 2023, closing a stake of 403 shares — an estimated $25.6K sold.

BerganKDV Wealth Management first reported a position in BHP in Q4 2018 and held it in 9 quarters. The position peaked at $25.6K in Q1 2023. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

BerganKDV Wealth Management reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 403 BHP shares in Q2 2023, an estimated $25.6K.
BerganKDV Wealth Management first reported a position in BHP in Q4 2018 and held it in 9 quarters.
BerganKDV Wealth Management's BHP position peaked at $25.6K in Q1 2023.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.