INVST’s BHP BHP Stock Holding History

INVST’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
2024 Q1	–	Sell	-11,994	Closed	-$724K	–	248
2023 Q4	$724K	Buy	11,994 +64	+0.5%	+$3.86K	0.09%	126
2023 Q3	$679K	Sell	11,930 -1,343	-10%	-$78.5K	0.1%	122
2023 Q2	$792K	Sell	13,273 -711	-5%	-$42.4K	0.11%	102
2023 Q1	$826K	Buy	+13,984	New	+$902K	0.13%	97

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

INVST's BHP Position: Q1 2024 in Review

INVST sold out of BHP (BHP) in Q1 2024, closing a stake of 11,994 shares — an estimated $724K sold.

INVST first reported a position in BHP in Q1 2023 and held it in 4 quarters. The position peaked at $826K in Q1 2023. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

INVST reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
INVST sold 11,994 BHP shares in Q1 2024, an estimated $724K.
INVST first reported a position in BHP in Q1 2023 and held it in 4 quarters.
INVST's BHP position peaked at $826K in Q1 2023.
686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.