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Crewe Advisors’s BHP BHP Stock Holding History

Crewe 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
2020
Q4 		– Sell
-54
Closed -$2K – 467
2020
Q3 		$2K Buy
+54
New +$2.6K ﹤0.01% 478

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Crewe Advisors's BHP Position: Q4 2020 in Review

Crewe Advisors sold out of BHP (BHP) in Q4 2020, closing a stake of 54 shares — an estimated $2K sold.

Crewe Advisors first reported a position in BHP in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 443 funds tracked by Wall St. Rank hold BHP as of Q4 2020.

  • Crewe Advisors reported no remaining BHP position as of Q4 2020 after selling out during the quarter.
  • Crewe Advisors sold 54 BHP shares in Q4 2020, an estimated $2K.
  • Crewe Advisors first reported a position in BHP in Q3 2020 and held it in 1 quarter.
  • Crewe Advisors's BHP position peaked at $2K in Q3 2020.
  • 443 funds tracked by Wall St. Rank held BHP as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.