Beverly Hills Private Wealth’s BHP BHP Stock Holding History

Beverly Hills Private Wealth’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	-3,293	Closed	-$209K	–	321
2023 Q1	$209K	Buy	+3,293	New	+$212K	0.06%	257

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beverly Hills Private Wealth's BHP Position: Q2 2023 in Review

Beverly Hills Private Wealth sold out of BHP (BHP) in Q2 2023, closing a stake of 3,293 shares — an estimated $209K sold.

Beverly Hills Private Wealth first reported a position in BHP in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Beverly Hills Private Wealth reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Beverly Hills Private Wealth sold 3,293 BHP shares in Q2 2023, an estimated $209K.
Beverly Hills Private Wealth first reported a position in BHP in Q1 2023 and held it in 1 quarter.
Beverly Hills Private Wealth's BHP position peaked at $209K in Q1 2023.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.