IAA
BBL

Independent Advisor Alliance’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Independent Advisor Alliance’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
2022
Q1 		– Sell
-5,657
Closed -$338K – 757
2021
Q4 		$338K Buy
+5,657
New +$308K 0.02% 490

Other funds holding BBL

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CIG
Cairn Investment Group Vancouver, Washington $201M AUM 18% 1-Year Est. Return

Independent Advisor Alliance's BBL Position: Q1 2022 in Review

Independent Advisor Alliance sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2022, closing a stake of 5,657 shares — an estimated $338K sold.

Independent Advisor Alliance first reported a position in BBL in Q4 2021 and held it in 1 quarter. The position peaked at $338K in Q4 2021. 2 funds tracked by Wall St. Rank hold BBL as of Q1 2022.

  • Independent Advisor Alliance reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,657 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2022, an estimated $338K.
  • Independent Advisor Alliance first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $338K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.