First Personal Financial Services’s BHP BHP Stock Holding History

First Personal Financial Services’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	-287	Closed	-$19.6K	–	371
2023 Q4	$19.6K	Sell	287 -30	-9%	-$1.81K	﹤0.01%	262
2023 Q3	$18K	Sell	317 -222	-41%	-$13K	﹤0.01%	269
2023 Q2	$32.2K	Hold	539	–	–	0.01%	240
2023 Q1	$34.2K	Sell	539 -27	-5%	-$1.74K	0.01%	241
2022 Q4	$35.1K	Hold	566	–	–	0.01%	241
2022 Q3	$28K	Buy	+566	New	+$30K	0.01%	257
2021 Q1	–	Sell	-271	Closed	-$16K	–	306
2020 Q4	$16K	Buy	+271	New	+$13.6K	﹤0.01%	255
2015 Q2	–	Sell	-69	Closed	-$3K	–	476
2015 Q1	$3K	Hold	69	–	–	﹤0.01%	369
2014 Q4	$2K	Buy	+69	New	+$3.18K	﹤0.01%	353

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

First Personal Financial Services's BHP Position: Q1 2024 in Review

First Personal Financial Services sold out of BHP (BHP) in Q1 2024, closing a stake of 287 shares — an estimated $19.6K sold.

First Personal Financial Services first reported a position in BHP in Q4 2014 and held it in 9 quarters. The position peaked at $35.1K in Q4 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

First Personal Financial Services reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 287 BHP shares in Q1 2024, an estimated $19.6K.
First Personal Financial Services first reported a position in BHP in Q4 2014 and held it in 9 quarters.
First Personal Financial Services's BHP position peaked at $35.1K in Q4 2022.
686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.