Liberty Wealth Management’s BHP BHP Stock Holding History

Liberty Wealth Management’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
2023 Q2	–	Sell	-5,111	Closed	-$307K	–	194
2023 Q1	$307K	Buy	+5,111	New	+$330K	0.06%	170
2021 Q4	–	Sell	-29	Closed	-$2K	–	270
2021 Q3	$2K	Buy	29 +16	+123%	+$977	﹤0.01%	1039
2021 Q2	$1K	Sell	13 -5	-28%	-$331	﹤0.01%	971
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	853
2020 Q4	$1K	Buy	+18	New	+$902	﹤0.01%	849
2019 Q3	–	Sell	-642	Closed	-$30K	–	874
2019 Q2	$30K	Buy	642 +625	+3,676%	+$30.2K	0.03%	338
2019 Q1	$0	Buy	+17	New	+$775	﹤0.01%	741

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Liberty Wealth Management's BHP Position: Q2 2023 in Review

Liberty Wealth Management sold out of BHP (BHP) in Q2 2023, closing a stake of 5,111 shares — an estimated $307K sold.

Liberty Wealth Management first reported a position in BHP in Q1 2019 and held it in 7 quarters. The position peaked at $307K in Q1 2023. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Liberty Wealth Management reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 5,111 BHP shares in Q2 2023, an estimated $307K.
Liberty Wealth Management first reported a position in BHP in Q1 2019 and held it in 7 quarters.
Liberty Wealth Management's BHP position peaked at $307K in Q1 2023.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.