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Total Clarity Wealth Management’s BHP BHP Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-6,069
Closed -$345K – 235
2023
Q3 		$345K Buy
+6,069
New +$355K 0.17% 146
2023
Q1 		– Sell
-5,042
Closed -$313K – 185
2022
Q4 		$313K Sell
5,042
-4,154
-45% -$234K 0.16% 151
2022
Q3 		$460K Buy
9,196
+4,777
+108% +$253K 0.29% 95
2022
Q2 		$248K Buy
4,419
+198
+5% +$12.3K 0.13% 169
2022
Q1 		$291K Buy
4,221
+225
+6% +$13.7K 0.16% 167
2021
Q4 		$215K Buy
3,996
+3,548
+792% +$177K 0.1% 203
2021
Q3 		$21K Buy
+448
New +$27.4K 0.01% 545

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Total Clarity Wealth Management's BHP Position: Q4 2023 in Review

Total Clarity Wealth Management sold out of BHP (BHP) in Q4 2023, closing a stake of 6,069 shares — an estimated $345K sold.

Total Clarity Wealth Management first reported a position in BHP in Q3 2021 and held it in 7 quarters. The position peaked at $460K in Q3 2022. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

  • Total Clarity Wealth Management reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 6,069 BHP shares in Q4 2023, an estimated $345K.
  • Total Clarity Wealth Management first reported a position in BHP in Q3 2021 and held it in 7 quarters.
  • Total Clarity Wealth Management's BHP position peaked at $460K in Q3 2022.
  • 701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Total Clarity Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.