JFS Wealth Advisors’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-94
Closed -$6K 2028
2021
Q4
$6K Buy
+94
New +$5.12K ﹤0.01% 776
2018
Q2
Sell
-193
Closed -$8K 576
2018
Q1
$8K Hold
193
﹤0.01% 389
2017
Q4
$8K Buy
+193
New +$7.17K ﹤0.01% 394

Other funds holding BBL

JFS Wealth Advisors's BBL Position: Q1 2022 in Review

JFS Wealth Advisors sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2022, closing a stake of 94 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in BBL in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 2 funds tracked by Wall St. Rank hold BBL as of Q1 2022.

  • JFS Wealth Advisors 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.
  • JFS Wealth Advisors sold 94 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2022, an estimated $6K.
  • JFS Wealth Advisors first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2017 and held it in 3 quarters.
  • JFS Wealth Advisors's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $8K in Q1 2018.
  • 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 JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.