Gradient Investments’s BHP BHP Stock Holding History

Gradient Investments’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	-84	Closed	-$5.74K	–	1302
2023 Q4	$5.74K	Sell	84 -150	-64%	-$9.05K	﹤0.01%	963
2023 Q3	$13.3K	Buy	234 +150	+179%	+$8.77K	﹤0.01%	752
2023 Q2	$5.01K	Buy	84 +32	+62%	+$1.91K	﹤0.01%	952
2023 Q1	$3.3K	Buy	52 +21	+68%	+$1.35K	﹤0.01%	1033
2022 Q4	$1.92K	Hold	31	–	–	﹤0.01%	1095
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	1121
2022 Q2	$2K	Sell	31 -4	-11%	-$248	﹤0.01%	1026
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	1019
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	1052
2021 Q3	$2K	Buy	+35	New	+$2.14K	﹤0.01%	990
2021 Q1	–	Sell	-52	Closed	-$2K	–	1152
2020 Q4	$2K	Hold	52	–	–	﹤0.01%	933
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	938
2020 Q2	$2K	Sell	52 -468	-90%	-$18.3K	﹤0.01%	862
2020 Q1	$17K	Hold	520	–	–	﹤0.01%	548
2019 Q4	$25K	Buy	+520	New	+$23.6K	﹤0.01%	532
2017 Q2	–	Sell	-126	Closed	-$4K	–	797
2017 Q1	$4K	Hold	126	–	–	﹤0.01%	629
2016 Q4	$4K	Hold	126	–	–	﹤0.01%	570
2016 Q3	$4K	Hold	126	–	–	﹤0.01%	547
2016 Q2	$3K	Hold	126	–	–	﹤0.01%	576
2016 Q1	$3K	Buy	+126	New	+$2.67K	﹤0.01%	585
2015 Q1	–	Sell	-41	Closed	-$2K	–	645
2014 Q4	$2K	Buy	+41	New	+$1.89K	﹤0.01%	477
2014 Q3	–	Sell	-473	Closed	-$27K	–	489
2014 Q2	$27K	Hold	473	–	–	0.01%	263
2014 Q1	$27K	Buy	+473	New	+$26.5K	0.01%	246

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

Gradient Investments's BHP Position: Q1 2024 in Review

Gradient Investments sold out of BHP (BHP) in Q1 2024, closing a stake of 84 shares — an estimated $5.74K sold.

Gradient Investments first reported a position in BHP in Q1 2014 and held it in 23 quarters. The position peaked at $27K in Q2 2014. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Gradient Investments reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 84 BHP shares in Q1 2024, an estimated $5.74K.
Gradient Investments first reported a position in BHP in Q1 2014 and held it in 23 quarters.
Gradient Investments's BHP position peaked at $27K in Q2 2014.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.