Linscomb Wealth’s BHP BHP Stock Holding History

Linscomb Wealth’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 Q1	–	Sell	-3,456	Closed	-$214K	–	289
2022 Q4	$214K	Buy	+3,456	New	+$194K	0.01%	317
2014 Q3	–	Sell	-3,505	Closed	-$203K	–	281
2014 Q2	$203K	Buy	+3,505	New	+$206K	0.02%	266

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Linscomb Wealth's BHP Position: Q1 2023 in Review

Linscomb Wealth sold out of BHP (BHP) in Q1 2023, closing a stake of 3,456 shares — an estimated $214K sold.

Linscomb Wealth first reported a position in BHP in Q2 2014 and held it in 2 quarters. The position peaked at $214K in Q4 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

Linscomb Wealth reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
Linscomb Wealth sold 3,456 BHP shares in Q1 2023, an estimated $214K.
Linscomb Wealth first reported a position in BHP in Q2 2014 and held it in 2 quarters.
Linscomb Wealth's BHP position peaked at $214K in Q4 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.