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Carolina Wealth Advisors’s BHP BHP Stock Holding History

Carolina Wealth 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
2021
Q4 		– Sell
-55,970
Closed -$2.67M – 275
2021
Q3 		$2.67M Buy
55,970
+1,910
+4% +$117K 1.77% 26
2021
Q2 		$3.51M Buy
54,060
+3,655
+7% +$242K 2.37% 19
2021
Q1 		$3.12M Buy
+50,405
New +$3.24M 2.28% 21

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carolina Wealth Advisors's BHP Position: Q4 2021 in Review

Carolina Wealth Advisors sold out of BHP (BHP) in Q4 2021, closing a stake of 55,970 shares — an estimated $2.67M sold.

Carolina Wealth Advisors first reported a position in BHP in Q1 2021 and held it in 3 quarters. The position peaked at $3.51M in Q2 2021. 503 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • Carolina Wealth Advisors reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 55,970 BHP shares in Q4 2021, an estimated $2.67M.
  • Carolina Wealth Advisors first reported a position in BHP in Q1 2021 and held it in 3 quarters.
  • Carolina Wealth Advisors's BHP position peaked at $3.51M in Q2 2021.
  • 503 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Carolina Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.