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Patriot Financial Group Insurance Agency’s BHP BHP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-865
Closed -$49K – 564
2022
Q2 		$49K Sell
865
-283
-25% -$17.6K 0.01% 735
2022
Q1 		$79K Sell
1,148
-108
-9% -$6.56K 0.01% 648
2021
Q4 		$68K Sell
1,256
-672
-35% -$33.6K 0.01% 761
2021
Q3 		$92K Buy
1,928
+103
+6% +$6.29K 0.02% 679
2021
Q2 		$119K Hold
1,825
– – 0.02% 566
2021
Q1 		$113K Hold
1,825
– – 0.03% 519
2020
Q4 		$106K Buy
1,825
+1,233
+208% +$61.8K 0.03% 486
2020
Q3 		$27K Hold
592
– – 0.01% 697
2020
Q2 		$26K Hold
592
– – 0.01% 671
2020
Q1 		$19K Buy
+592
New +$24.7K 0.01% 674

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 $9.72B AUM 22.38% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BHP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BHP (BHP) in Q3 2022, closing a stake of 865 shares — an estimated $49K sold.

Patriot Financial Group Insurance Agency first reported a position in BHP in Q1 2020 and held it in 10 quarters. The position peaked at $119K in Q2 2021. 556 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BHP position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 865 BHP shares in Q3 2022, an estimated $49K.
  • Patriot Financial Group Insurance Agency first reported a position in BHP in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's BHP position peaked at $119K in Q2 2021.
  • 556 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.