Level Four Advisory Services’s BHP BHP Stock Holding History

Level Four Advisory 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
2021 Q3	–	Sell	-3,180	Closed	-$207K	–	479
2021 Q2	$207K	Buy	+3,180	New	+$210K	0.01%	620
2018 Q3	–	Sell	-10,968	Closed	-$489K	–	588
2018 Q2	$489K	Sell	10,968 -921	-8%	-$39.9K	0.04%	389
2018 Q1	$471K	Buy	11,889 +1,199	+11%	+$50.5K	0.04%	364
2017 Q4	$439K	Buy	+10,690	New	+$403K	0.03%	383

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

Level Four Advisory Services's BHP Position: Q3 2021 in Review

Level Four Advisory Services sold out of BHP (BHP) in Q3 2021, closing a stake of 3,180 shares — an estimated $207K sold.

Level Four Advisory Services first reported a position in BHP in Q4 2017 and held it in 4 quarters. The position peaked at $489K in Q2 2018. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Level Four Advisory Services reported no remaining BHP position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 3,180 BHP shares in Q3 2021, an estimated $207K.
Level Four Advisory Services first reported a position in BHP in Q4 2017 and held it in 4 quarters.
Level Four Advisory Services's BHP position peaked at $489K in Q2 2018.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.