FFM
BBL

Forum Financial Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Forum Financial Management’s Portfolio BBL Stock Details BBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,924
Closed -$294K – 698
2021
Q4 		$294K Buy
+4,924
New +$268K 0.02% 434

Other funds holding BBL

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CIG
Cairn Investment Group Vancouver, Washington $201M AUM 18% 1-Year Est. Return

Forum Financial Management's BBL Position: Q1 2022 in Review

Forum Financial Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2022, closing a stake of 4,924 shares — an estimated $294K sold.

Forum Financial Management first reported a position in BBL in Q4 2021 and held it in 1 quarter. The position peaked at $294K in Q4 2021. 2 funds tracked by Wall St. Rank hold BBL as of Q1 2022.

  • Forum Financial Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,924 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2022, an estimated $294K.
  • Forum Financial Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $294K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.