Tradewinds Capital Management’s BHP BHP Stock Holding History

Tradewinds Capital 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
2021 Q2	–	Sell	-137	Closed	-$8K	–	771
2021 Q1	$8K	Hold	137	–	–	﹤0.01%	478
2020 Q4	$8K	Sell	137 -43	-24%	-$2.15K	﹤0.01%	452
2020 Q3	$8K	Hold	180	–	–	﹤0.01%	420
2020 Q2	$8K	Hold	180	–	–	﹤0.01%	415
2020 Q1	$6K	Sell	180 -129	-42%	-$5.38K	﹤0.01%	417
2019 Q4	$15K	Hold	309	–	–	﹤0.01%	341
2019 Q3	$14K	Buy	309 +27	+10%	+$1.26K	0.01%	314
2019 Q2	$15K	Hold	282	–	–	0.01%	308
2019 Q1	$14K	Buy	282 +1	+0.4%	+$46	0.01%	331
2018 Q4	$12K	Hold	281	–	–	0.01%	342
2018 Q3	$13K	Buy	281 +1	+0.4%	+$43	0.01%	380
2018 Q2	$13K	Hold	280	–	–	0.01%	376
2018 Q1	$11K	Hold	280	–	–	﹤0.01%	387
2017 Q4	$11K	Hold	280	–	–	0.01%	400
2017 Q3	$10K	Buy	280 +1	+0.4%	+$37	0.01%	386
2017 Q2	$9K	Hold	279	–	–	﹤0.01%	401
2017 Q1	$9K	Buy	279 +7	+3%	+$242	0.01%	404
2016 Q4	$9K	Hold	272	–	–	0.01%	382
2016 Q3	$8K	Buy	272 +135	+99%	+$3.71K	0.01%	393
2016 Q2	$3K	Hold	137	–	–	﹤0.01%	491
2016 Q1	$3K	Hold	137	–	–	﹤0.01%	512
2015 Q4	$3K	Hold	137	–	–	﹤0.01%	489
2015 Q3	$4K	Hold	137	–	–	﹤0.01%	450
2015 Q2	$5K	Sell	137 -7	-5%	-$283	﹤0.01%	471
2015 Q1	$6K	Hold	144	–	–	﹤0.01%	426
2014 Q4	$6K	Hold	144	–	–	﹤0.01%	433
2014 Q3	$7K	Hold	144	–	–	0.01%	403
2014 Q2	$8K	Hold	144	–	–	0.01%	391
2014 Q1	$8K	Hold	144	–	–	0.01%	405
2013 Q4	$8K	Buy	+144	New	+$8.33K	0.01%	394

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tradewinds Capital Management's BHP Position: Q2 2021 in Review

Tradewinds Capital Management sold out of BHP (BHP) in Q2 2021, closing a stake of 137 shares — an estimated $8K sold.

Tradewinds Capital Management first reported a position in BHP in Q4 2013 and held it in 30 quarters. The position peaked at $15K in Q4 2019. 514 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

Tradewinds Capital Management reported no remaining BHP position as of Q2 2021 after selling out during the quarter.
Tradewinds Capital Management sold 137 BHP shares in Q2 2021, an estimated $8K.
Tradewinds Capital Management first reported a position in BHP in Q4 2013 and held it in 30 quarters.
Tradewinds Capital Management's BHP position peaked at $15K in Q4 2019.
514 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on Tradewinds Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.