Cornerstone Wealth Management’s BHP BHP Stock Holding History

Cornerstone Wealth Management’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
2022 Q2	–	Sell	-7,052	Closed	-$486K	–	449
2022 Q1	$486K	Buy	+7,052	New	+$428K	0.05%	277
2018 Q4	–	Sell	-30,333	Closed	-$659K	–	419
2018 Q3	$659K	Sell	30,333 -4,603	-13%	-$199K	0.01%	826
2018 Q2	$642K	Buy	+34,936	New	+$1.51M	0.01%	922

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Cornerstone Wealth Management's BHP Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of BHP (BHP) in Q2 2022, closing a stake of 7,052 shares — an estimated $486K sold.

Cornerstone Wealth Management first reported a position in BHP in Q2 2018 and held it in 3 quarters. The position peaked at $659K in Q3 2018. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Cornerstone Wealth Management reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 7,052 BHP shares in Q2 2022, an estimated $486K.
Cornerstone Wealth Management first reported a position in BHP in Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's BHP position peaked at $659K in Q3 2018.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.