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Heritage Wealth Management (Arizona)’s BHP BHP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$12.7K Buy
204
+102
+100% +$5.74K ﹤0.01% 739
2022
Q3 		$5K Sell
102
-200
-66% -$10.6K ﹤0.01% 751
2022
Q2 		$17K Buy
302
+188
+165% +$11.7K 0.01% 567
2022
Q1 		$8K Buy
+114
New +$6.93K ﹤0.01% 733

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BHP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its BHP (BHP) stake by 100% in Q4 2022, buying an estimated $5.74K and bringing the position to 204 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Heritage Wealth Management (Arizona) first reported a position in BHP in Q1 2022 and has held it in 4 quarters since. The position peaked at $17K in Q2 2022. 637 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 204 shares of BHP worth $12.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 102 BHP shares in Q4 2022, an estimated $5.74K.
  • BHP made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #739 holding.
  • Heritage Wealth Management (Arizona) first reported a position in BHP in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s BHP position peaked at $17K in Q2 2022.
  • 637 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.