Financial Gravity Asset Management’s BHP BHP Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-1	Closed	-$60	–	1094
2023 Q4	$54	Buy	+1	New	+$60	﹤0.01%	1134
2021 Q3	$54K	Hold	1	–	–	0.03%	534
2021 Q2	$73K	Buy	+1	New	+$66	0.03%	445
2020 Q4	$2K	Buy	+35	New	+$1.75K	﹤0.01%	302
2019 Q4	$55K	Sell	223 -99	-31%	-$4.5K	0.04%	582
2019 Q3	$14K	Sell	322 -181	-36%	-$8.45K	0.01%	528
2019 Q2	$26K	Sell	503 -386	-43%	-$18.6K	0.02%	439
2019 Q1	$44K	Buy	+889	New	+$40.5K	0.04%	342
2018 Q3	$40K	Buy	1,015 +27	+3%	+$1.17K	0.04%	378
2018 Q2	$43K	Buy	988 +359	+57%	+$15.5K	0.04%	359
2018 Q1	$26K	Buy	+629	New	+$26.5K	0.03%	483

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Financial Gravity Asset Management's BHP Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of BHP (BHP) in Q1 2024, closing a stake of 1 share — an estimated $60 sold.

Financial Gravity Asset Management first reported a position in BHP in Q1 2018 and held it in 11 quarters. The position peaked at $73K in Q2 2021. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Financial Gravity Asset Management reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 BHP share in Q1 2024, an estimated $60.
Financial Gravity Asset Management first reported a position in BHP in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's BHP position peaked at $73K in Q2 2021.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.