NWF Advisory Services’s BHP BHP Stock Holding History

NWF Advisory Services’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
2024 Q1	–	Sell	-4,047	Closed	-$276K	–	339
2023 Q4	$276K	Buy	+4,047	New	+$244K	0.06%	216
2023 Q3	–	Sell	-3,363	Closed	-$201K	–	294
2023 Q2	$201K	Hold	3,363	–	–	0.05%	238
2023 Q1	$201K	Buy	+3,363	New	+$217K	0.05%	237

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NWF Advisory Services's BHP Position: Q1 2024 in Review

NWF Advisory Services sold out of BHP (BHP) in Q1 2024, closing a stake of 4,047 shares — an estimated $276K sold.

NWF Advisory Services first reported a position in BHP in Q1 2023 and held it in 3 quarters. The position peaked at $276K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

NWF Advisory Services reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
NWF Advisory Services sold 4,047 BHP shares in Q1 2024, an estimated $276K.
NWF Advisory Services first reported a position in BHP in Q1 2023 and held it in 3 quarters.
NWF Advisory Services's BHP position peaked at $276K in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on NWF Advisory Services's 13F filing for Q1 2024, filed 6 Oct 2025.