FWL Investment Management’s BHP BHP Stock Holding History

FWL Investment 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	-38	Closed	-$2.6K	–	231
2023 Q4	$2.6K	Hold	38	–	–	﹤0.01%	209
2023 Q3	$2.16K	Buy	+38	New	+$2.22K	﹤0.01%	174

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FWL Investment Management's BHP Position: Q1 2024 in Review

FWL Investment Management sold out of BHP (BHP) in Q1 2024, closing a stake of 38 shares — an estimated $2.6K sold.

FWL Investment Management first reported a position in BHP in Q3 2023 and held it in 2 quarters. The position peaked at $2.6K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

FWL Investment Management reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
FWL Investment Management sold 38 BHP shares in Q1 2024, an estimated $2.6K.
FWL Investment Management first reported a position in BHP in Q3 2023 and held it in 2 quarters.
FWL Investment Management's BHP position peaked at $2.6K in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on FWL Investment Management's 13F filing for Q1 2024, filed 13 May 2024.