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Next Financial Group’s BHP BHP Stock Holding History

Next Financial Group’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
Q4 		$5K Buy
104
+80
+333% +$4K ﹤0.01% 2398
2021
Q3 		$1K Sell
24
-11
-31% -$672 ﹤0.01% 2579
2021
Q2 		$2K Sell
35
-30
-46% -$1.98K ﹤0.01% 2385
2021
Q1 		$4K Sell
65
-27
-29% -$1.74K ﹤0.01% 2144
2020
Q4 		$5K Buy
92
+63
+217% +$3.16K ﹤0.01% 1961
2020
Q3 		$1K Buy
+29
New +$1.4K ﹤0.01% 2086
2020
Q2 		– Sell
-224
Closed -$7K – 734
2020
Q1 		$7K Buy
224
+217
+3,100% +$9.06K ﹤0.01% 1614
2019
Q4 		$0 Sell
7
-46
-87% -$2.09K ﹤0.01% 2360
2019
Q3 		$2K Hold
53
– – ﹤0.01% 2089
2019
Q2 		$3K Hold
53
– – ﹤0.01% 1990
2019
Q1 		$3K Hold
53
– – ﹤0.01% 1353
2018
Q4 		$2K Buy
+53
New +$2.22K ﹤0.01% 1722
2017
Q3 		– Sell
-112
Closed -$4K – 1755
2017
Q2 		$4K Hold
112
– – ﹤0.01% 1585
2017
Q1 		$4K Sell
112
-415
-79% -$14.3K ﹤0.01% 1548
2016
Q4 		$17K Sell
527
-2,921
-85% -$94.5K ﹤0.01% 1431
2016
Q3 		$107K Buy
3,448
+2,993
+658% +$82.2K 0.02% 634
2016
Q2 		$11K Sell
455
-28
-6% -$698 ﹤0.01% 1157
2016
Q1 		$11K Buy
483
+315
+188% +$6.67K ﹤0.01% 1117
2015
Q4 		$3K Sell
168
-224
-57% -$5.99K ﹤0.01% 1502
2015
Q3 		$11K Sell
392
-169
-30% -$5.49K ﹤0.01% 1163
2015
Q2 		$20K Sell
561
-356
-39% -$14.4K 0.01% 993
2015
Q1 		$36K Sell
917
-354
-28% -$14.4K 0.01% 771
2014
Q4 		$51K Buy
1,271
+272
+27% +$12.5K 0.02% 646
2014
Q3 		$50K Buy
999
+29
+3% +$1.69K 0.01% 941
2014
Q2 		$58K Buy
+970
New +$57K 0.03% 321

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Next Financial Group's BHP Position: Q4 2021 in Review

Next Financial Group increased its BHP (BHP) stake by 333% in Q4 2021, buying an estimated $4K and bringing the position to 104 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Next Financial Group first reported a position in BHP in Q2 2014 and has held it in 25 quarters since. The position peaked at $107K in Q3 2016. 503 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • Next Financial Group held 104 shares of BHP worth $5K as of Q4 2021.
  • Next Financial Group bought 80 BHP shares in Q4 2021, an estimated $4K.
  • BHP made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2398 holding.
  • Next Financial Group first reported a position in BHP in Q2 2014 and has held it in 25 quarters since.
  • Next Financial Group's BHP position peaked at $107K in Q3 2016.
  • 503 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.