High Net Worth Advisory Group’s BHP BHP Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,225	Closed	-$76K	–	232
2022 Q4	$76K	Sell	1,225 -1,190	-49%	-$66.9K	0.03%	270
2022 Q3	$121K	Sell	2,415 -165	-6%	-$8.74K	0.05%	221
2022 Q2	$145K	Buy	2,580 +1,274	+98%	+$79.1K	0.06%	212
2022 Q1	$90K	Buy	1,306 +1,121	+606%	+$68.1K	0.03%	261
2021 Q4	$10K	Buy	+185	New	+$9.25K	﹤0.01%	534

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

High Net Worth Advisory Group's BHP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of BHP (BHP) in Q1 2023, closing a stake of 1,225 shares — an estimated $76K sold.

High Net Worth Advisory Group first reported a position in BHP in Q4 2021 and held it in 5 quarters. The position peaked at $145K in Q2 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

High Net Worth Advisory Group reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,225 BHP shares in Q1 2023, an estimated $76K.
High Net Worth Advisory Group first reported a position in BHP in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's BHP position peaked at $145K in Q2 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.