TCWM
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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 $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return