RMR Wealth Builders’s BHP BHP Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-739	Closed	-$46K	–	231
2021 Q1	$46K	Buy	739 +4	+0.5%	+$257	0.01%	379
2020 Q4	$43K	Buy	+735	New	+$36.8K	0.02%	270
2020 Q3	–	Sell	-617	Closed	-$27K	–	249
2020 Q2	$27K	Buy	+617	New	+$24.1K	0.02%	282
2019 Q4	$30K	Buy	+617	New	+$28K	0.03%	275

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RMR Wealth Builders's BHP Position: Q2 2021 in Review

RMR Wealth Builders sold out of BHP (BHP) in Q2 2021, closing a stake of 739 shares — an estimated $46K sold.

RMR Wealth Builders first reported a position in BHP in Q4 2019 and held it in 4 quarters. The position peaked at $46K in Q1 2021. 514 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

RMR Wealth Builders reported no remaining BHP position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 739 BHP shares in Q2 2021, an estimated $46K.
RMR Wealth Builders first reported a position in BHP in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's BHP position peaked at $46K in Q1 2021.
514 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.