Safeguard Investment Advisory Group’s BHP BHP Stock Holding History

Safeguard Investment Advisory Group’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 Q1	–	Sell	-306	Closed	-$17K	–	143
2020 Q4	$17K	Buy	+306	New	+$15.3K	0.02%	327

Other funds holding BHP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Safeguard Investment Advisory Group's BHP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of BHP (BHP) in Q1 2021, closing a stake of 306 shares — an estimated $17K sold.

Safeguard Investment Advisory Group first reported a position in BHP in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 499 funds tracked by Wall St. Rank hold BHP as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining BHP position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 306 BHP shares in Q1 2021, an estimated $17K.
Safeguard Investment Advisory Group first reported a position in BHP in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's BHP position peaked at $17K in Q4 2020.
499 funds tracked by Wall St. Rank held BHP as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.