Carolinas Wealth Consulting’s BHP BHP Stock Holding History

Carolinas Wealth Consulting’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
2020 Q4	–	Sell	-87	Closed	-$4K	–	881
2020 Q3	$4K	Buy	87 +1	+1%	+$48	﹤0.01%	584
2020 Q2	$4K	Buy	+86	New	+$3.37K	﹤0.01%	416

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carolinas Wealth Consulting's BHP Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of BHP (BHP) in Q4 2020, closing a stake of 87 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in BHP in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 443 funds tracked by Wall St. Rank hold BHP as of Q4 2020.

Carolinas Wealth Consulting reported no remaining BHP position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 87 BHP shares in Q4 2020, an estimated $4K.
Carolinas Wealth Consulting first reported a position in BHP in Q2 2020 and held it in 2 quarters.
Carolinas Wealth Consulting's BHP position peaked at $4K in Q3 2020.
443 funds tracked by Wall St. Rank held BHP as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.