Private Ocean’s BHP BHP Stock Holding History

Private Ocean’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
2024 Q2	–	Sell	-255	Closed	-$14.7K	–	627
2024 Q1	$14.7K	Buy	+255	New	+$15.3K	﹤0.01%	330
2022 Q4	–	Sell	-187	Closed	-$9K	–	561
2022 Q3	$9K	Buy	187 +181	+3,017%	+$9.58K	﹤0.01%	374
2022 Q2	$0	Sell	6 -1	-14%	-$62	﹤0.01%	486
2022 Q1	$0	Buy	+7	New	+$425	﹤0.01%	615

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Private Ocean's BHP Position: Q2 2024 in Review

Private Ocean sold out of BHP (BHP) in Q2 2024, closing a stake of 255 shares — an estimated $14.7K sold.

Private Ocean first reported a position in BHP in Q1 2022 and held it in 4 quarters. The position peaked at $14.7K in Q1 2024. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Private Ocean reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 255 BHP shares in Q2 2024, an estimated $14.7K.
Private Ocean first reported a position in BHP in Q1 2022 and held it in 4 quarters.
Private Ocean's BHP position peaked at $14.7K in Q1 2024.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.