Evermay Wealth Management’s BHP BHP Stock Holding History

Evermay 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	-336	Closed	-$23K	–	515
2022 Q1	$23K	Hold	336	–	–	﹤0.01%	356
2021 Q4	$18K	Hold	336	–	–	﹤0.01%	363
2021 Q3	$16K	Hold	336	–	–	﹤0.01%	353
2021 Q2	$22K	Buy	+336	New	+$22.2K	﹤0.01%	349

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Evermay Wealth Management sold out of BHP (BHP) in Q2 2022, closing a stake of 336 shares — an estimated $23K sold.

Evermay Wealth Management first reported a position in BHP in Q2 2021 and held it in 4 quarters. The position peaked at $23K in Q1 2022. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Evermay Wealth Management reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 336 BHP shares in Q2 2022, an estimated $23K.
Evermay Wealth Management first reported a position in BHP in Q2 2021 and held it in 4 quarters.
Evermay Wealth Management's BHP position peaked at $23K in Q1 2022.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.