Heritage Wealth Advisors’s BHP BHP Stock Holding History

Heritage Wealth Advisors’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
2020 Q1	–	Sell	-71	Closed	-$3.45K	–	456
2019 Q4	$3.45K	Buy	+71	New	+$3.23K	﹤0.01%	472

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Heritage Wealth Advisors's BHP Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of BHP (BHP) in Q1 2020, closing a stake of 71 shares — an estimated $3.45K sold.

Heritage Wealth Advisors first reported a position in BHP in Q4 2019 and held it in 1 quarter. The position peaked at $3.45K in Q4 2019. 361 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

Heritage Wealth Advisors reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 71 BHP shares in Q1 2020, an estimated $3.45K.
Heritage Wealth Advisors first reported a position in BHP in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's BHP position peaked at $3.45K in Q4 2019.
361 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.