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Brookstone Capital Management’s BHP BHP Stock Holding History

Brookstone Capital 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
-4,554
Closed -$283K – 829
2023
Q1 		$283K Sell
4,554
-44
-1% -$2.84K 0.01% 703
2022
Q4 		$304K Sell
4,598
-197
-4% -$11.1K 0.01% 690
2022
Q3 		$236K Buy
4,795
+453
+10% +$24K 0.01% 718
2022
Q2 		$230K Buy
4,342
+1,323
+44% +$82.1K 0.01% 698
2022
Q1 		$204K Buy
+3,019
New +$183K ﹤0.01% 733
2015
Q4 		– Sell
-112
Closed -$3K – 229
2015
Q3 		$3K Sell
112
-673
-86% -$21.9K ﹤0.01% 1601
2015
Q2 		$28K Buy
+785
New +$31.7K ﹤0.01% 692

Other funds holding BHP

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return