Sheaff Brock Investment Advisors’s BHP BHP Stock Holding History

Sheaff Brock Investment 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 Q2	–	Sell	-7,945	Closed	-$458K	–	461
2024 Q1	$458K	Buy	7,945 +95	+1%	+$5.69K	0.03%	297
2023 Q4	$536K	Hold	7,850	–	–	0.04%	261
2023 Q3	$447K	Hold	7,850	–	–	0.04%	267
2023 Q2	$468K	Hold	7,850	–	–	0.04%	271
2023 Q1	$498K	Hold	7,850	–	–	0.05%	263
2022 Q4	$487K	Hold	7,850	–	–	0.05%	257
2022 Q3	$393K	Buy	+7,850	New	+$416K	0.04%	274
2022 Q2	–	Sell	-4,798	Closed	-$331K	–	504
2022 Q1	$331K	Buy	+4,798	New	+$292K	0.02%	352

Other funds holding BHP

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's BHP Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 7,945 shares — an estimated $458K sold.

Sheaff Brock Investment Advisors first reported a position in BHP in Q1 2022 and held it in 8 quarters. The position peaked at $536K in Q4 2023. 660 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Sheaff Brock Investment Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,945 BHP shares in Q2 2024, an estimated $458K.
Sheaff Brock Investment Advisors first reported a position in BHP in Q1 2022 and held it in 8 quarters.
Sheaff Brock Investment Advisors's BHP position peaked at $536K in Q4 2023.
660 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.