Caliber Wealth Management (Utah)’s BHP BHP Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-5,351	Closed	-$332K	–	65
2022 Q4	$332K	Buy	+5,351	New	+$301K	0.25%	69

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Caliber Wealth Management (Utah)'s BHP Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of BHP (BHP) in Q1 2023, closing a stake of 5,351 shares — an estimated $332K sold.

Caliber Wealth Management (Utah) first reported a position in BHP in Q4 2022 and held it in 1 quarter. The position peaked at $332K in Q4 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 5,351 BHP shares in Q1 2023, an estimated $332K.
Caliber Wealth Management (Utah) first reported a position in BHP in Q4 2022 and held it in 1 quarter.
Caliber Wealth Management (Utah)'s BHP position peaked at $332K in Q4 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.