Reilly Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $59K | Hold |
1,087
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $52K | Hold |
1,087
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $71K | Buy |
1,087
+904
| +494% | +$59.8K | 0.01% | 320 |
|
|
2021
Q1 | $11K | Buy |
+183
| New | +$11.8K | ﹤0.01% | 671 |
|
|
2020
Q3 | – | Sell |
-314
| Closed | -$14K | – | 842 |
|
|
2020
Q2 | $14K | Hold |
314
| – | – | ﹤0.01% | 508 |
|
|
2020
Q1 | $10K | Sell |
314
-577
| -65% | -$24.1K | ﹤0.01% | 542 |
|
|
2019
Q4 | $43K | Hold |
891
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $39K | Sell |
891
-2,093
| -70% | -$97.7K | ﹤0.01% | 376 |
|
|
2019
Q2 | $155K | Hold |
2,984
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $146K | Buy |
2,984
+41
| +1% | +$1.87K | 0.02% | 196 |
|
|
2018
Q4 | $127K | Hold |
2,943
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $131K | Buy |
2,943
+1,744
| +145% | +$75.6K | 0.02% | 210 |
|
|
2018
Q2 | $54K | Hold |
1,199
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $48K | Buy |
1,199
+885
| +282% | +$37.2K | 0.01% | 305 |
|
|
2017
Q4 | $13K | Hold |
314
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $11K | Hold |
314
| – | – | ﹤0.01% | 613 |
|
|
2017
Q2 | $10K | Hold |
314
| – | – | ﹤0.01% | 640 |
|
|
2017
Q1 | $10K | Hold |
314
| – | – | ﹤0.01% | 606 |
|
|
2016
Q4 | $10K | Hold |
314
| – | – | ﹤0.01% | 554 |
|
|
2016
Q3 | $10K | Sell |
314
-226
| -42% | -$6.2K | ﹤0.01% | 525 |
|
|
2016
Q2 | $14K | Buy |
540
+226
| +72% | +$5.63K | ﹤0.01% | 436 |
|
|
2016
Q1 | $7K | Sell |
314
-560
| -64% | -$11.9K | ﹤0.01% | 838 |
|
|
2015
Q4 | $20K | Buy |
874
+560
| +178% | +$15K | ﹤0.01% | 612 |
|
|
2015
Q3 | $9K | Hold |
314
| – | – | ﹤0.01% | 806 |
|
|
2015
Q2 | $11K | Sell |
314
-135
| -30% | -$5.45K | ﹤0.01% | 827 |
|
|
2015
Q1 | $18K | Sell |
449
-755
| -63% | -$30.6K | ﹤0.01% | 690 |
|
|
2014
Q4 | $48K | Sell |
1,204
-90
| -7% | -$4.15K | 0.01% | 274 |
|
|
2014
Q3 | $64K | Buy |
1,294
+581
| +81% | +$33.8K | 0.02% | 224 |
|
|
2014
Q2 | $42K | Hold |
713
| – | – | 0.01% | 288 |
|
|
2014
Q1 | $41K | Buy |
713
+70
| +11% | +$3.92K | 0.01% | 300 |
|
|
2013
Q4 | $37K | Sell |
643
-680
| -51% | -$39.3K | 0.01% | 294 |
|
|
2013
Q3 | $75K | Sell |
1,323
-1,629
| -55% | -$88.6K | 0.02% | 170 |
|
|
2013
Q2 | $144K | Buy |
+2,952
| New | +$164K | 0.04% | 117 |
|
Other funds holding BHP
HL
PPA
Reilly Financial Advisors's BHP Position: Q4 2021 in Review
Reilly Financial Advisors held its BHP (BHP) position steady in Q4 2021 at 1,087 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #373.
Reilly Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 33 quarters since. The position peaked at $155K in Q2 2019. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.
- Reilly Financial Advisors held 1,087 shares of BHP worth $59K as of Q4 2021.
- Reilly Financial Advisors left its BHP share count unchanged in Q4 2021.
- BHP made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #373 holding.
- Reilly Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's BHP position peaked at $155K in Q2 2019.
- 504 funds tracked by Wall St. Rank held BHP as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.