Ellevest Inc’s BHP BHP Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-99	Closed	-$6.28K	–	514
2023 Q1	$6.28K	Buy	+99	New	+$6.38K	﹤0.01%	1154
2022 Q3	–	Sell	-185	Closed	-$10K	–	1614
2022 Q2	$10K	Buy	+185	New	+$11.5K	﹤0.01%	879
2020 Q3	–	Sell	-15	Closed	-$1K	–	1141
2020 Q2	$1K	Sell	15 -522	-97%	-$20.4K	﹤0.01%	958
2020 Q1	$18K	Buy	537 +352	+190%	+$14.7K	0.01%	449
2019 Q4	$9K	Hold	185	–	–	﹤0.01%	534
2019 Q3	$8K	Hold	185	–	–	﹤0.01%	235
2019 Q2	$10K	Buy	+185	New	+$8.94K	﹤0.01%	251

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ellevest Inc's BHP Position: Q2 2023 in Review

Ellevest Inc sold out of BHP (BHP) in Q2 2023, closing a stake of 99 shares — an estimated $6.28K sold.

Ellevest Inc first reported a position in BHP in Q2 2019 and held it in 7 quarters. The position peaked at $18K in Q1 2020. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Ellevest Inc reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 99 BHP shares in Q2 2023, an estimated $6.28K.
Ellevest Inc first reported a position in BHP in Q2 2019 and held it in 7 quarters.
Ellevest Inc's BHP position peaked at $18K in Q1 2020.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.