Brandywine Oak Private Wealth’s BHP BHP Stock Holding History

Brandywine Oak 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
2022 Q2	–	Sell	-3,819	Closed	-$263K	–	320
2022 Q1	$263K	Buy	3,819 +74	+2%	+$4.5K	0.03%	286
2021 Q4	$201K	Buy	+3,745	New	+$187K	0.02%	340
2021 Q3	–	Sell	-3,149	Closed	-$204K	–	338
2021 Q2	$204K	Sell	3,149 -405	-11%	-$26.8K	0.02%	333
2021 Q1	$219K	Buy	+3,554	New	+$229K	0.03%	263
2019 Q4	–	Sell	-9,505	Closed	-$418K	–	239
2019 Q3	$418K	Sell	9,505 -593	-6%	-$27.7K	0.08%	124
2019 Q2	$523K	Sell	10,098 -257	-2%	-$12.4K	0.1%	103
2019 Q1	$504K	Sell	10,355 -671	-6%	-$30.6K	0.11%	100
2018 Q4	$474K	Buy	+11,026	New	+$462K	0.11%	101

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Brandywine Oak Private Wealth's BHP Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of BHP (BHP) in Q2 2022, closing a stake of 3,819 shares — an estimated $263K sold.

Brandywine Oak Private Wealth first reported a position in BHP in Q4 2018 and held it in 8 quarters. The position peaked at $523K in Q2 2019. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,819 BHP shares in Q2 2022, an estimated $263K.
Brandywine Oak Private Wealth first reported a position in BHP in Q4 2018 and held it in 8 quarters.
Brandywine Oak Private Wealth's BHP position peaked at $523K in Q2 2019.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.