Joseph P. Lucia & Associates’s BHP BHP Stock Holding History

Joseph P. Lucia & Associates’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	-200	Closed	-$11K	–	132
2022 Q2	$11K	Sell	200 -24	-11%	-$1.49K	0.01%	299
2022 Q1	$15K	Buy	+224	New	+$13.6K	0.01%	290

Other funds holding BHP

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Joseph P. Lucia & Associates's BHP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of BHP (BHP) in Q3 2022, closing a stake of 200 shares — an estimated $11K sold.

Joseph P. Lucia & Associates first reported a position in BHP in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 555 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining BHP position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 BHP shares in Q3 2022, an estimated $11K.
Joseph P. Lucia & Associates first reported a position in BHP in Q1 2022 and held it in 2 quarters.
Joseph P. Lucia & Associates's BHP position peaked at $15K in Q1 2022.
555 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.