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Okabena Investment Services’s BHP BHP Stock Holding History

Okabena Investment 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
2022
Q4 		– Sell
-2,667
Closed -$133K – 217
2022
Q3 		$133K Buy
+2,667
New +$141K 0.06% 112
2022
Q2 		– Sell
-299
Closed -$21K – 172
2022
Q1 		$21K Hold
299
– – 0.01% 159
2021
Q4 		$16K Sell
299
-2,316
-89% -$116K 0.01% 178
2021
Q3 		$125K Hold
2,615
– – 0.07% 85
2021
Q2 		$170K Buy
+2,615
New +$173K 0.08% 78

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Okabena Investment Services's BHP Position: Q4 2022 in Review

Okabena Investment Services sold out of BHP (BHP) in Q4 2022, closing a stake of 2,667 shares — an estimated $133K sold.

Okabena Investment Services first reported a position in BHP in Q2 2021 and held it in 5 quarters. The position peaked at $170K in Q2 2021. 637 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

  • Okabena Investment Services reported no remaining BHP position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 2,667 BHP shares in Q4 2022, an estimated $133K.
  • Okabena Investment Services first reported a position in BHP in Q2 2021 and held it in 5 quarters.
  • Okabena Investment Services's BHP position peaked at $170K in Q2 2021.
  • 637 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.