Northeast Financial Consultants’s BHP BHP Stock Holding History

Northeast Financial Consultants’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	-6,892	Closed	-$437K	–	293
2023 Q1	$437K	Hold	6,892	–	–	0.03%	207
2022 Q4	$428K	Hold	6,892	–	–	0.03%	206
2022 Q3	$345K	Hold	6,892	–	–	0.03%	242
2022 Q2	$387K	Sell	6,892 -664	-9%	-$41.2K	0.03%	225
2022 Q1	$521K	Buy	+7,556	New	+$459K	0.03%	223

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

Northeast Financial Consultants's BHP Position: Q2 2023 in Review

Northeast Financial Consultants sold out of BHP (BHP) in Q2 2023, closing a stake of 6,892 shares — an estimated $437K sold.

Northeast Financial Consultants first reported a position in BHP in Q1 2022 and held it in 5 quarters. The position peaked at $521K in Q1 2022. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Northeast Financial Consultants reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Northeast Financial Consultants sold 6,892 BHP shares in Q2 2023, an estimated $437K.
Northeast Financial Consultants first reported a position in BHP in Q1 2022 and held it in 5 quarters.
Northeast Financial Consultants's BHP position peaked at $521K in Q1 2022.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.