TRUE Private Wealth Advisors’s BHP BHP Stock Holding History

TRUE Private Wealth 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
2022 Q2	–	Sell	-3,653	Closed	-$225K	–	232
2022 Q1	$225K	Buy	+3,653	New	+$222K	0.03%	220
2021 Q3	–	Sell	-3,997	Closed	-$259K	–	247
2021 Q2	$259K	Hold	3,997	–	–	0.04%	195
2021 Q1	$247K	Buy	+3,997	New	+$257K	0.04%	197
2019 Q3	–	Sell	-159	Closed	-$8K	–	268
2019 Q2	$8K	Buy	+159	New	+$7.68K	﹤0.01%	578
2018 Q4	–	Sell	-3,008	Closed	-$134K	–	305
2018 Q3	$134K	Buy	+3,008	New	+$130K	0.02%	314

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

TRUE Private Wealth Advisors's BHP Position: Q2 2022 in Review

TRUE Private Wealth Advisors sold out of BHP (BHP) in Q2 2022, closing a stake of 3,653 shares — an estimated $225K sold.

TRUE Private Wealth Advisors first reported a position in BHP in Q3 2018 and held it in 5 quarters. The position peaked at $259K in Q2 2021. 583 funds tracked by Wall St. Rank hold BHP as of Q2 2022.

TRUE Private Wealth Advisors reported no remaining BHP position as of Q2 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,653 BHP shares in Q2 2022, an estimated $225K.
TRUE Private Wealth Advisors first reported a position in BHP in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's BHP position peaked at $259K in Q2 2021.
583 funds tracked by Wall St. Rank held BHP as of Q2 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.