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Mark Sheptoff Financial Planning’s BHP BHP Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-90
Closed -$5K – 432
2021
Q4 		$5K Hold
90
– – ﹤0.01% 362
2021
Q3 		$4K Hold
90
– – ﹤0.01% 347
2021
Q2 		$6K Buy
+90
New +$5.95K ﹤0.01% 354

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mark Sheptoff Financial Planning's BHP Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of BHP (BHP) in Q1 2022, closing a stake of 90 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in BHP in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 634 funds tracked by Wall St. Rank hold BHP as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining BHP position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 90 BHP shares in Q1 2022, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in BHP in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's BHP position peaked at $6K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held BHP as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.