Personal CFO Solutions’s BHP BHP Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-4,681	Closed	-$297K	–	476
2023 Q1	$297K	Buy	+4,681	New	+$302K	0.06%	311

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Personal CFO Solutions's BHP Position: Q2 2023 in Review

Personal CFO Solutions sold out of BHP (BHP) in Q2 2023, closing a stake of 4,681 shares — an estimated $297K sold.

Personal CFO Solutions first reported a position in BHP in Q1 2023 and held it in 1 quarter. The position peaked at $297K in Q1 2023. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Personal CFO Solutions reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Personal CFO Solutions sold 4,681 BHP shares in Q2 2023, an estimated $297K.
Personal CFO Solutions first reported a position in BHP in Q1 2023 and held it in 1 quarter.
Personal CFO Solutions's BHP position peaked at $297K in Q1 2023.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.