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Oakwell Private Wealth Management’s BHP BHP Stock Holding History

Oakwell Private Wealth Management’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
Q4 		– Sell
-4,591
Closed -$261K – 60
2023
Q3 		$261K Buy
4,591
+9
+0.2% +$526 0.11% 55
2023
Q2 		$273K Buy
+4,582
New +$273K 0.11% 52

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Fisher Asset Management
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HL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Oakwell Private Wealth Management's BHP Position: Q4 2023 in Review

Oakwell Private Wealth Management sold out of BHP (BHP) in Q4 2023, closing a stake of 4,591 shares — an estimated $261K sold.

Oakwell Private Wealth Management first reported a position in BHP in Q2 2023 and held it in 2 quarters. The position peaked at $273K in Q2 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

  • Oakwell Private Wealth Management reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 4,591 BHP shares in Q4 2023, an estimated $261K.
  • Oakwell Private Wealth Management first reported a position in BHP in Q2 2023 and held it in 2 quarters.
  • Oakwell Private Wealth Management's BHP position peaked at $273K in Q2 2023.
  • 701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.