Curi Wealth Management’s BHP BHP Stock Holding History

Curi 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	-448	Closed	-$30K	–	625
2022 Q1	$30K	Buy	+448	New	+$27.2K	0.01%	253

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

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

Curi Wealth Management sold out of BHP (BHP) in Q2 2022, closing a stake of 448 shares — an estimated $30K sold.

Curi Wealth Management first reported a position in BHP in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Curi Wealth Management reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 448 BHP shares in Q2 2022, an estimated $30K.
Curi Wealth Management first reported a position in BHP in Q1 2022 and held it in 1 quarter.
Curi Wealth Management's BHP position peaked at $30K in Q1 2022.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.