Lenox Wealth Advisors’s BHP BHP Stock Holding History

Lenox Wealth 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 Q1	$81K	Hold	1,165	–	–	0.01%	186
2021 Q4	$63K	Sell	1,165 -66	-5%	-$3.3K	0.01%	224
2021 Q3	$59K	Hold	1,231	–	–	0.01%	214
2021 Q2	$80K	Hold	1,231	–	–	0.01%	170
2021 Q1	$76K	Hold	1,231	–	–	0.01%	144
2020 Q4	$72K	Hold	1,231	–	–	0.01%	147
2020 Q3	$57K	Hold	1,231	–	–	0.01%	150
2020 Q2	$55K	Hold	1,231	–	–	0.01%	151
2020 Q1	$40K	Hold	1,231	–	–	0.01%	159
2019 Q4	$60K	Hold	1,231	–	–	0.01%	157
2019 Q3	$54K	Hold	1,231	–	–	0.01%	152
2019 Q2	$64K	Sell	1,231 -616	-33%	-$29.8K	0.01%	132
2019 Q1	$90K	Buy	1,847 +616	+50%	+$28.1K	0.02%	107
2018 Q4	$53K	Sell	1,231 -41	-3%	-$1.72K	0.01%	124
2018 Q3	$57K	Sell	1,272 -946	-43%	-$41K	0.01%	124
2018 Q2	$99K	Sell	2,218 -1,412	-39%	-$61.1K	0.02%	83
2018 Q1	$144K	Buy	3,630 +3,141	+642%	+$132K	0.03%	79
2017 Q4	$20K	Buy	+489	New	+$18.4K	0.01%	137
2016 Q1	–	Sell	-55	Closed	-$1K	–	270
2015 Q4	$1K	Buy	+55	New	+$1.47K	﹤0.01%	381

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PPA

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lenox Wealth Advisors's BHP Position: Q1 2022 in Review

Lenox Wealth Advisors held its BHP (BHP) position steady in Q1 2022 at 1,165 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #186.

Lenox Wealth Advisors first reported a position in BHP in Q4 2015 and has held it in 19 quarters since. The position peaked at $144K in Q1 2018. 635 funds tracked by Wall St. Rank hold BHP as of Q1 2022.

Lenox Wealth Advisors held 1,165 shares of BHP worth $81K as of Q1 2022.
Lenox Wealth Advisors left its BHP share count unchanged in Q1 2022.
BHP made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #186 holding.
Lenox Wealth Advisors first reported a position in BHP in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Advisors's BHP position peaked at $144K in Q1 2018.
635 funds tracked by Wall St. Rank held BHP as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.