Rainsberger Wealth Advisors’s BHP BHP Stock Holding History

Rainsberger Wealth Advisors’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	$2.06M	Buy	30,144 +71	+0.2%	+$4.29K	1.12%	26
2023 Q3	$1.71M	Buy	30,073 +1,164	+4%	+$68K	1.05%	31
2023 Q2	$1.73M	Sell	28,909 -92	-0.3%	-$5.49K	1.04%	30
2023 Q1	$1.84M	Buy	29,001 +2,808	+11%	+$181K	1.09%	27
2022 Q4	$1.63M	Buy	26,193 +240	+0.9%	+$13.5K	1.03%	29
2022 Q3	$1.3M	Buy	25,953 +1,502	+6%	+$79.5K	0.89%	33
2022 Q2	$1.37M	Sell	24,451 -2,460	-9%	-$153K	1%	30
2022 Q1	$1.85M	Buy	26,911 +3,794	+16%	+$231K	1.19%	28
2021 Q4	$1.25M	Buy	+23,117	New	+$1.16M	0.73%	39

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rainsberger Wealth Advisors's BHP Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its BHP (BHP) stake by 0.24% in Q4 2023, buying an estimated $4.29K and bringing the position to 30,144 shares worth $2.06M. The position accounts for 1.12% of the portfolio, ranked #26.

Rainsberger Wealth Advisors first reported a position in BHP in Q4 2021 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Rainsberger Wealth Advisors held 30,144 shares of BHP worth $2.06M as of Q4 2023.
Rainsberger Wealth Advisors bought 71 BHP shares in Q4 2023, an estimated $4.29K.
BHP made up 1.12% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #26 holding.
Rainsberger Wealth Advisors first reported a position in BHP in Q4 2021 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.