Laurel Wealth Planning’s BHP BHP Stock Holding History

Laurel Wealth Planning’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	-28	Closed	-$2K	–	214
2022 Q2	$2K	Sell	28 -3	-10%	-$186	﹤0.01%	216
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	244
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	185
2021 Q3	$1K	Buy	+31	New	+$1.89K	﹤0.01%	201

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Planning's BHP Position: Q3 2022 in Review

Laurel Wealth Planning sold out of BHP (BHP) in Q3 2022, closing a stake of 28 shares — an estimated $2K sold.

Laurel Wealth Planning first reported a position in BHP in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 554 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

Laurel Wealth Planning reported no remaining BHP position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 28 BHP shares in Q3 2022, an estimated $2K.
Laurel Wealth Planning first reported a position in BHP in Q3 2021 and held it in 4 quarters.
Laurel Wealth Planning's BHP position peaked at $2K in Q2 2022.
554 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.