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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return