Lake Street Private Wealth’s BHP BHP Stock Holding History

Lake Street Private Wealth’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
2021 Q3	–	Sell	-4,611	Closed	-$298K	–	236
2021 Q2	$298K	Buy	+4,611	New	+$305K	0.08%	175

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lake Street Private Wealth's BHP Position: Q3 2021 in Review

Lake Street Private Wealth sold out of BHP (BHP) in Q3 2021, closing a stake of 4,611 shares — an estimated $298K sold.

Lake Street Private Wealth first reported a position in BHP in Q2 2021 and held it in 1 quarter. The position peaked at $298K in Q2 2021. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Lake Street Private Wealth reported no remaining BHP position as of Q3 2021 after selling out during the quarter.
Lake Street Private Wealth sold 4,611 BHP shares in Q3 2021, an estimated $298K.
Lake Street Private Wealth first reported a position in BHP in Q2 2021 and held it in 1 quarter.
Lake Street Private Wealth's BHP position peaked at $298K in Q2 2021.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Lake Street Private Wealth's 13F filing for Q3 2021, filed 7 Oct 2021.