Dynamic Advisor Solutions’s BHP BHP Stock Holding History

Dynamic Advisor Solutions’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
2026 Q2	$212K	Buy	+2,540	New	+$211K	0.01%	982
2024 Q3	–	Sell	-6,280	Closed	-$359K	–	935
2024 Q2	$359K	Buy	6,280 +86	+1%	+$5K	0.01%	711
2024 Q1	$357K	Buy	+6,194	New	+$371K	0.01%	700
2020 Q1	–	Sell	-7,332	Closed	-$358K	–	496
2019 Q4	$358K	Sell	7,332 -561	-7%	-$25.5K	0.05%	370
2019 Q3	$348K	Sell	7,893 -54	-0.7%	-$2.52K	0.05%	347
2019 Q2	$412K	Sell	7,947 -117	-1%	-$5.65K	0.07%	295
2019 Q1	$393K	Buy	8,064 +24	+0.3%	+$1.09K	0.07%	261
2018 Q4	$346K	Sell	8,040 -56	-0.7%	-$2.35K	0.07%	259
2018 Q3	$360K	Buy	8,096 +10	+0.1%	+$433	0.07%	264
2018 Q2	$360K	Buy	8,086 +210	+3%	+$9.09K	0.08%	269
2018 Q1	$312K	Buy	7,876 +930	+13%	+$39.1K	0.08%	252
2017 Q4	$285K	Buy	+6,946	New	+$262K	0.09%	200
2016 Q3	–	Sell	-8,721	Closed	-$222K	–	230
2016 Q2	$222K	Buy	+8,721	New	+$217K	0.09%	192

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return