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Hantz Financial Services’s BHP BHP Stock Holding History

Hantz 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
2026
Q1 		$6.22M Buy
85,548
+16,676
+24% +$1.18M 0.09% 148
2025
Q4 		$4.16M Buy
68,872
+29,735
+76% +$1.69M 0.06% 218
2025
Q3 		$2.18M Buy
39,137
+29,735
+316% +$1.58M 0.03% 323
2025
Q2 		$452K Buy
9,402
+8,710
+1,259% +$419K 0.01% 525
2025
Q1 		$34K Buy
+692
New +$34.5K ﹤0.01% 755
2023
Q2 		– Sell
-28
Closed -$2K – 1082
2023
Q1 		$2K Hold
28
– – ﹤0.01% 981
2022
Q4 		$2K Hold
28
– – ﹤0.01% 952
2022
Q3 		$1K Sell
28
-55
-66% -$2.91K ﹤0.01% 1002
2022
Q2 		$5K Sell
83
-10
-11% -$621 ﹤0.01% 836
2022
Q1 		$6K Buy
+93
New +$5.65K ﹤0.01% 854
2020
Q3 		– Sell
-13
Closed -$1K – 573
2020
Q2 		$1K Buy
+13
New +$509 ﹤0.01% 537

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return