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Mountain Capital Investment Advisors’s BHP BHP Stock Holding History

Mountain Capital Investment Advisors’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
Q2 		– Sell
-7,744
Closed -$485K – 126
2021
Q1 		$485K Buy
7,744
+4,338
+127% +$279K 0.24% 122
2020
Q4 		$217K Buy
+3,406
New +$171K 0.13% 128
2017
Q4 		– Sell
-254
Closed -$9K – 79
2017
Q3 		$9K Hold
254
– – 0.01% 281
2017
Q2 		$8K Buy
+254
New +$8.05K 0.01% 317

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mountain Capital Investment Advisors's BHP Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of BHP (BHP) in Q2 2021, closing a stake of 7,744 shares — an estimated $485K sold.

Mountain Capital Investment Advisors first reported a position in BHP in Q2 2017 and held it in 4 quarters. The position peaked at $485K in Q1 2021. 512 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining BHP position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,744 BHP shares in Q2 2021, an estimated $485K.
  • Mountain Capital Investment Advisors first reported a position in BHP in Q2 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's BHP position peaked at $485K in Q1 2021.
  • 512 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.