Capstone Investment Advisors
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Capstone Investment Advisors’s BHP BHP Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-14,700
Closed -$820K – 1614
2025
Q3 		$820K Buy
+14,700
New +$782K ﹤0.01% 1109
2023
Q1 		– Sell
-36,300
Closed -$2.25M – 1560
2022
Q4 		$2.25M Sell
36,300
-13,200
-27% -$742K 0.02% 669
2022
Q3 		$2.48M Hold
49,500
– – 0.02% 679
2022
Q2 		$2.78M Buy
49,500
+13,852
+39% +$860K 0.01% 639
2022
Q1 		$2.46M Buy
+35,648
New +$2.17M 0.01% 960

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capstone Investment Advisors's BHP Position: Q4 2022 in Review

Capstone Investment Advisors sold out of BHP (BHP) in Q4 2022, closing a stake of 1,311 shares — an estimated $73.7K sold.

Capstone Investment Advisors first reported a position in BHP in Q2 2022 and held it in 2 quarters. The position peaked at $281K in Q2 2022. 640 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

  • Capstone Investment Advisors reported no remaining BHP position as of Q4 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,311 BHP shares in Q4 2022, an estimated $73.7K.
  • Capstone Investment Advisors first reported a position in BHP in Q2 2022 and held it in 2 quarters.
  • Capstone Investment Advisors's BHP position peaked at $281K in Q2 2022.
  • 640 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on Capstone Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.