TCWP’s BHP BHP Stock Holding History

TCWP’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	–	Sell	-5,000	Closed	-$298K	–	107
2023 Q2	$298K	Buy	+5,000	New	+$298K	0.06%	140
2022 Q2	–	Sell	-3,472	Closed	-$239K	–	438
2022 Q1	$239K	Buy	+3,472	New	+$211K	0.04%	255

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCWP's BHP Position: Q3 2023 in Review

TCWP sold out of BHP (BHP) in Q3 2023, closing a stake of 5,000 shares — an estimated $298K sold.

TCWP first reported a position in BHP in Q1 2022 and held it in 2 quarters. The position peaked at $298K in Q2 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

TCWP reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
TCWP sold 5,000 BHP shares in Q3 2023, an estimated $298K.
TCWP first reported a position in BHP in Q1 2022 and held it in 2 quarters.
TCWP's BHP position peaked at $298K in Q2 2023.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.