Buckingham Strategic Wealth’s BHP BHP Stock Holding History

Buckingham Strategic 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
2024 Q2	$213K	Sell	3,729 -758	-17%	-$44K	﹤0.01%	696
2024 Q1	$259K	Sell	4,487 -49,673	-92%	-$2.97M	﹤0.01%	631
2023 Q4	$3.7M	Sell	54,160 -26,057	-32%	-$1.57M	0.04%	165
2023 Q3	$4.56M	Buy	80,217 +379	+0.5%	+$22.2K	0.06%	141
2023 Q2	$4.76M	Buy	+79,838	New	+$4.76M	0.07%	137
2021 Q3	–	Sell	-3,554	Closed	-$231K	–	594
2021 Q2	$231K	Buy	+3,554	New	+$235K	0.01%	526
2020 Q1	–	Sell	-4,658	Closed	-$227K	–	464
2019 Q4	$227K	Buy	+4,658	New	+$212K	0.02%	412
2019 Q3	–	Sell	-4,422	Closed	-$229K	–	432
2019 Q2	$229K	Buy	+4,422	New	+$214K	0.02%	392

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Buckingham Strategic Wealth's BHP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its BHP (BHP) stake by 17% in Q2 2024, selling an estimated $44K and leaving 3,729 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Buckingham Strategic Wealth first reported a position in BHP in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.76M in Q2 2023. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Buckingham Strategic Wealth held 3,729 shares of BHP worth $213K as of Q2 2024.
Buckingham Strategic Wealth sold 758 BHP shares in Q2 2024, an estimated $44K.
BHP made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #696 holding.
Buckingham Strategic Wealth first reported a position in BHP in Q2 2019 and has held it in 8 quarters since.
Buckingham Strategic Wealth's BHP position peaked at $4.76M in Q2 2023.
659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.