Cetera Advisors’s BHP BHP Stock Holding History

Cetera 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
2024 Q1	$799K	Buy	13,846 +4,694	+51%	+$281K	0.01%	1279
2023 Q4	$625K	Sell	9,152 -194	-2%	-$11.7K	0.01%	1001
2023 Q3	$532K	Sell	9,346 -60,076	-87%	-$3.51M	0.01%	1025
2023 Q2	$4.14M	Sell	69,422 -6,141	-8%	-$366K	0.07%	280
2023 Q1	$4.79M	Buy	75,563 +1,773	+2%	+$114K	0.08%	250
2022 Q4	$4.58M	Sell	73,790 -64,520	-47%	-$3.63M	0.08%	256
2022 Q3	$7K	Buy	138,310 +63,092	+84%	+$3.34M	﹤0.01%	1273
2022 Q2	$4.23M	Sell	75,218 -9,690	-11%	-$602K	0.1%	210
2022 Q1	$5.85M	Buy	84,908 +63,213	+291%	+$3.84M	0.12%	177
2021 Q4	$1.17M	Buy	21,695 +10,270	+90%	+$514K	0.02%	542
2021 Q3	$545K	Buy	11,425 +2,642	+30%	+$161K	0.01%	850
2021 Q2	$571K	Buy	8,783 +2,083	+31%	+$138K	0.01%	762
2021 Q1	$415K	Buy	6,700 +2,203	+49%	+$142K	0.01%	816
2020 Q4	$262K	Buy	+4,497	New	+$225K	0.01%	878

Other funds holding BHP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cetera Advisors's BHP Position: Q1 2024 in Review

Cetera Advisors increased its BHP (BHP) stake by 51% in Q1 2024, buying an estimated $281K and bringing the position to 13,846 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #1279.

Cetera Advisors first reported a position in BHP in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.85M in Q1 2022. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Cetera Advisors held 13,846 shares of BHP worth $799K as of Q1 2024.
Cetera Advisors bought 4,694 BHP shares in Q1 2024, an estimated $281K.
BHP made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1279 holding.
Cetera Advisors first reported a position in BHP in Q4 2020 and has held it in 14 quarters since.
Cetera Advisors's BHP position peaked at $5.85M in Q1 2022.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.