Heritage Wealth Management (Arizona)’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$5K	Hold	102	–	–	﹤0.01%	744
2021 Q2	$6K	Hold	102	–	–	﹤0.01%	734
2021 Q1	$6K	Buy	+102	New	+$6.06K	﹤0.01%	640

Other funds holding BBL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s BBL Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) position steady in Q3 2021 at 102 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Heritage Wealth Management (Arizona) first reported a position in BBL in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q2 2021. 221 funds tracked by Wall St. Rank hold BBL as of Q3 2021.

Heritage Wealth Management (Arizona) held 102 shares of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) worth $5K as of Q3 2021.
Heritage Wealth Management (Arizona) left its BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) share count unchanged in Q3 2021.
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #744 holding.
Heritage Wealth Management (Arizona) first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q1 2021 and has held it in 3 quarters since.
Heritage Wealth Management (Arizona)'s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $6K in Q2 2021.
221 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.