NWAM LLC’s BHP BHP Stock Holding History

NWAM LLC’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	-4,652	Closed	-$289K	–	491
2022 Q4	$289K	Buy	+4,652	New	+$262K	0.03%	420
2022 Q3	–	Sell	-5,232	Closed	-$289K	–	487
2022 Q2	$289K	Buy	5,232 +1,282	+32%	+$79.6K	0.03%	414
2022 Q1	$272K	Buy	+3,950	New	+$240K	0.02%	447

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

NWAM LLC's BHP Position: Q1 2023 in Review

NWAM LLC sold out of BHP (BHP) in Q1 2023, closing a stake of 4,652 shares — an estimated $289K sold.

NWAM LLC first reported a position in BHP in Q1 2022 and held it in 3 quarters. The position peaked at $289K in Q2 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

NWAM LLC reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
NWAM LLC sold 4,652 BHP shares in Q1 2023, an estimated $289K.
NWAM LLC first reported a position in BHP in Q1 2022 and held it in 3 quarters.
NWAM LLC's BHP position peaked at $289K in Q2 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on NWAM LLC's 13F filing for Q1 2023, filed 12 May 2023.