Private Advisory Group’s BHP BHP Stock Holding History

Private Advisory Group’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	-43,046	Closed	-$2.45M	–	194
2023 Q3	$2.45M	Sell	43,046 -311	-0.7%	-$18.2K	0.48%	58
2023 Q2	$2.59M	Buy	43,357 +28,878	+199%	+$1.72M	0.51%	48
2023 Q1	$918K	Buy	+14,479	New	+$934K	0.2%	89
2019 Q3	–	Sell	-7,403	Closed	-$384K	–	113
2019 Q2	$384K	Buy	+7,403	New	+$358K	0.18%	92

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 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

Private Advisory Group's BHP Position: Q4 2023 in Review

Private Advisory Group sold out of BHP (BHP) in Q4 2023, closing a stake of 43,046 shares — an estimated $2.45M sold.

Private Advisory Group first reported a position in BHP in Q2 2019 and held it in 4 quarters. The position peaked at $2.59M in Q2 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Private Advisory Group reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 43,046 BHP shares in Q4 2023, an estimated $2.45M.
Private Advisory Group first reported a position in BHP in Q2 2019 and held it in 4 quarters.
Private Advisory Group's BHP position peaked at $2.59M in Q2 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.