Sutton Wealth Advisors’s BHP BHP Stock Holding History

Sutton Wealth 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
2023 Q3	$28K	Hold	492	–	–	0.01%	307
2023 Q2	$29.4K	Buy	+492	New	+$29.3K	0.01%	293

Other funds holding BHP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's BHP Position: Q3 2023 in Review

Sutton Wealth Advisors held its BHP (BHP) position steady in Q3 2023 at 492 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #307.

Sutton Wealth Advisors first reported a position in BHP in Q2 2023 and has held it in 2 quarters since. The position peaked at $29.4K in Q2 2023. 660 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Sutton Wealth Advisors held 492 shares of BHP worth $28K as of Q3 2023.
Sutton Wealth Advisors left its BHP share count unchanged in Q3 2023.
BHP made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #307 holding.
Sutton Wealth Advisors first reported a position in BHP in Q2 2023 and has held it in 2 quarters since.
Sutton Wealth Advisors's BHP position peaked at $29.4K in Q2 2023.
660 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.