EPG Wealth Management’s BHP BHP Stock Holding History

EPG 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
2020 Q2	–	Sell	-541	Closed	-$18K	–	194
2020 Q1	$18K	Buy	541 +9	+2%	+$376	0.01%	411
2019 Q4	$26K	Buy	+532	New	+$24.2K	0.02%	306

Other funds holding BHP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EPG Wealth Management's BHP Position: Q2 2020 in Review

EPG Wealth Management sold out of BHP (BHP) in Q2 2020, closing a stake of 541 shares — an estimated $18K sold.

EPG Wealth Management first reported a position in BHP in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 365 funds tracked by Wall St. Rank hold BHP as of Q2 2020.

EPG Wealth Management reported no remaining BHP position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 541 BHP shares in Q2 2020, an estimated $18K.
EPG Wealth Management first reported a position in BHP in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's BHP position peaked at $26K in Q4 2019.
365 funds tracked by Wall St. Rank held BHP as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.