Liberty Wealth Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Liberty Wealth Management’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-858	Closed	-$44K	–	1227
2021 Q3	$44K	Buy	858 +850	+10,625%	+$51.1K	0.02%	453
2021 Q2	$0	Hold	8	–	–	﹤0.01%	1217
2021 Q1	$0	Hold	8	–	–	﹤0.01%	1071
2020 Q4	$0	Buy	+8	New	+$367	﹤0.01%	1112
2020 Q3	–	Sell	-110	Closed	-$4K	–	990
2020 Q2	$4K	Buy	+110	New	+$4K	﹤0.01%	676
2019 Q4	–	Sell	-545	Closed	-$23K	–	984
2019 Q3	$23K	Buy	+545	New	+$24.9K	0.02%	384
2019 Q2	–	Sell	-558	Closed	-$26K	–	968
2019 Q1	$26K	Sell	558 -491	-47%	-$22K	0.02%	310
2018 Q4	$43K	Buy	+1,049	New	+$43K	0.03%	208

Other funds holding BBL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Liberty Wealth Management's BBL Position: Q4 2021 in Review

Liberty Wealth Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2021, closing a stake of 858 shares — an estimated $44K sold.

Liberty Wealth Management first reported a position in BBL in Q4 2018 and held it in 8 quarters. The position peaked at $44K in Q3 2021. 234 funds tracked by Wall St. Rank hold BBL as of Q4 2021.

Liberty Wealth Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 858 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2021, an estimated $44K.
Liberty Wealth Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $44K in Q3 2021.
234 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.