HBC Financial Services’s BHP BHP Stock Holding History

HBC 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
2023 Q2	–	Sell	-550	Closed	-$34K	–	170
2023 Q1	$34K	Buy	+550	New	+$35.5K	0.03%	87

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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HBC Financial Services's BHP Position: Q2 2023 in Review

HBC Financial Services sold out of BHP (BHP) in Q2 2023, closing a stake of 550 shares — an estimated $34K sold.

HBC Financial Services first reported a position in BHP in Q1 2023 and held it in 1 quarter. The position peaked at $34K in Q1 2023. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

HBC Financial Services reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
HBC Financial Services sold 550 BHP shares in Q2 2023, an estimated $34K.
HBC Financial Services first reported a position in BHP in Q1 2023 and held it in 1 quarter.
HBC Financial Services's BHP position peaked at $34K in Q1 2023.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.