Kelly Financial Services’s BHP BHP Stock Holding History

Kelly Financial Services’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
2023 Q1	–	Sell	-39	Closed	-$2.42K	–	706
2022 Q4	$2.42K	Hold	39	–	–	﹤0.01%	490
2022 Q3	$1.95K	Hold	39	–	–	﹤0.01%	513
2022 Q2	$2.19K	Sell	39 -5	-11%	-$310	﹤0.01%	493
2022 Q1	$3.01K	Buy	+44	New	+$2.67K	﹤0.01%	483

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

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

Norges Bank Oslo, Norway $1T AUM

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

Kelly Financial Services's BHP Position: Q1 2023 in Review

Kelly Financial Services sold out of BHP (BHP) in Q1 2023, closing a stake of 39 shares — an estimated $2.42K sold.

Kelly Financial Services first reported a position in BHP in Q1 2022 and held it in 4 quarters. The position peaked at $3.01K in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

Kelly Financial Services reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 39 BHP shares in Q1 2023, an estimated $2.42K.
Kelly Financial Services first reported a position in BHP in Q1 2022 and held it in 4 quarters.
Kelly Financial Services's BHP position peaked at $3.01K in Q1 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.