TrueWealth LLC’s BHP BHP Stock Holding History

TrueWealth LLC’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
2020 Q2	$33K	Hold	745	–	–	0.01%	316
2020 Q1	$24K	Hold	745	–	–	0.01%	337
2019 Q4	$36K	Hold	745	–	–	0.01%	303
2019 Q3	$33K	Hold	745	–	–	0.01%	304
2019 Q2	$39K	Hold	745	–	–	0.02%	293
2019 Q1	$36K	Hold	745	–	–	0.02%	297
2018 Q4	$32K	Hold	745	–	–	0.02%	299
2018 Q3	$33K	Hold	745	–	–	0.02%	324
2018 Q2	$33K	Hold	745	–	–	0.02%	317
2018 Q1	$30K	Hold	745	–	–	0.02%	310
2017 Q4	$31K	Buy	+745	New	+$28.1K	0.01%	351

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

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

TrueWealth LLC's BHP Position: Q2 2020 in Review

TrueWealth LLC held its BHP (BHP) position steady in Q2 2020 at 745 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #316.

TrueWealth LLC first reported a position in BHP in Q4 2017 and has held it in 11 quarters since. The position peaked at $39K in Q2 2019. 365 funds tracked by Wall St. Rank hold BHP as of Q2 2020.

TrueWealth LLC held 745 shares of BHP worth $33K as of Q2 2020.
TrueWealth LLC left its BHP share count unchanged in Q2 2020.
BHP made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #316 holding.
TrueWealth LLC first reported a position in BHP in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's BHP position peaked at $39K in Q2 2019.
365 funds tracked by Wall St. Rank held BHP as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.