JNBA Financial Advisors’s BHP BHP Stock Holding History

JNBA Financial Advisors’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 Q3	–	Sell	-106	Closed	-$6K	–	687
2022 Q2	$6K	Buy	+106	New	+$6.58K	﹤0.01%	538
2019 Q3	–	Sell	-3,132	Closed	-$162K	–	594
2019 Q2	$162K	Buy	3,132 +410	+15%	+$19.8K	0.03%	156
2019 Q1	$133K	Buy	+2,722	New	+$124K	0.03%	160
2018 Q4	–	Sell	-925	Closed	-$41K	–	544
2018 Q3	$41K	Buy	+925	New	+$40.1K	0.02%	238
2016 Q4	–	Sell	-4,963	Closed	-$153K	–	580
2016 Q3	$153K	Buy	+4,963	New	+$136K	0.02%	275
2016 Q1	–	Sell	-56	Closed	-$1K	–	539
2015 Q4	$1K	Hold	56	–	–	﹤0.01%	484
2015 Q3	$2K	Hold	56	–	–	﹤0.01%	461
2015 Q2	$2K	Sell	56 -186	-77%	-$7.51K	﹤0.01%	467
2015 Q1	$10K	Sell	242 -190	-44%	-$7.71K	﹤0.01%	361
2014 Q4	$17K	Hold	432	–	–	0.01%	304
2014 Q3	$21K	Hold	432	–	–	0.01%	284
2014 Q2	$25K	Hold	432	–	–	0.01%	242
2014 Q1	$25K	Sell	432 -591	-58%	-$33.1K	0.01%	222
2013 Q4	$59K	Hold	1,023	–	–	0.03%	155
2013 Q3	$58K	Buy	1,023 +213	+26%	+$11.6K	0.04%	150
2013 Q2	$39K	Buy	+810	New	+$44.9K	0.03%	158

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return