TFA
BHP icon

Teamwork Financial Advisors’s BHP BHP Stock Holding History

Teamwork Financial 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
-8,654
Closed -$499K – 145
2024
Q1 		$499K Buy
8,654
+140
+2% +$8.38K 0.08% 106
2023
Q4 		$582K Buy
8,514
+210
+3% +$12.7K 0.1% 95
2023
Q3 		$472K Buy
8,304
+310
+4% +$18.1K 0.08% 134
2023
Q2 		$477K Sell
7,994
-122
-2% -$7.28K 0.08% 131
2023
Q1 		$515K Buy
8,116
+208
+3% +$13.4K 0.1% 122
2022
Q4 		$491K Sell
7,908
-1,289
-14% -$72.5K 0.1% 128
2022
Q3 		$460K Buy
9,197
+871
+10% +$46.1K 0.1% 125
2022
Q2 		$468K Buy
8,326
+220
+3% +$13.7K 0.1% 141
2022
Q1 		$559K Buy
+8,106
New +$492K 0.1% 163
2021
Q3 		– Sell
-56,695
Closed -$3.68M – 271
2021
Q2 		$3.68M Buy
56,695
+9,500
+20% +$628K 0.75% 21
2021
Q1 		$2.92M Buy
+47,195
New +$3.04M 0.69% 24

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Teamwork Financial Advisors's BHP Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 8,654 shares — an estimated $499K sold.

Teamwork Financial Advisors first reported a position in BHP in Q1 2021 and held it in 11 quarters. The position peaked at $3.68M in Q2 2021. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 8,654 BHP shares in Q2 2024, an estimated $499K.
  • Teamwork Financial Advisors first reported a position in BHP in Q1 2021 and held it in 11 quarters.
  • Teamwork Financial Advisors's BHP position peaked at $3.68M in Q2 2021.
  • 659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.