Gladstone Institutional Advisory’s BHP BHP Stock Holding History

Gladstone Institutional Advisory’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	-3,333	Closed	-$230K	–	655
2022 Q1	$230K	Buy	+3,333	New	+$203K	0.02%	625

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Gladstone Institutional Advisory's BHP Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of BHP (BHP) in Q2 2022, closing a stake of 3,333 shares — an estimated $230K sold.

Gladstone Institutional Advisory first reported a position in BHP in Q1 2022 and held it in 1 quarter. The position peaked at $230K in Q1 2022. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

Gladstone Institutional Advisory reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,333 BHP shares in Q2 2022, an estimated $230K.
Gladstone Institutional Advisory first reported a position in BHP in Q1 2022 and held it in 1 quarter.
Gladstone Institutional Advisory's BHP position peaked at $230K in Q1 2022.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.