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Resurgent Financial Advisors’s BHP BHP Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-396
Closed -$27.1K – 226
2023
Q4 		$27.1K Hold
396
– – 0.02% 441
2023
Q3 		$22.5K Sell
396
-160
-29% -$9.35K 0.02% 460
2023
Q2 		$33.2K Hold
556
– – 0.02% 407
2023
Q1 		$35.3K Sell
556
-1,100
-66% -$70.9K 0.02% 390
2022
Q4 		$103K Buy
+1,656
New +$93.1K 0.05% 303

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Resurgent Financial Advisors's BHP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of BHP (BHP) in Q1 2024, closing a stake of 396 shares — an estimated $27.1K sold.

Resurgent Financial Advisors first reported a position in BHP in Q4 2022 and held it in 5 quarters. The position peaked at $103K in Q4 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 396 BHP shares in Q1 2024, an estimated $27.1K.
  • Resurgent Financial Advisors first reported a position in BHP in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's BHP position peaked at $103K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.