TrustCore Financial Services’s BHP BHP Stock Holding History

TrustCore Financial Services’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 Q4	–	Sell	-140	Closed	-$7K	–	1051
2022 Q3	$7K	Sell	140 -367	-72%	-$19.4K	﹤0.01%	803
2022 Q2	$28K	Buy	507 +350	+223%	+$21.7K	﹤0.01%	565
2022 Q1	$11K	Hold	157	–	–	﹤0.01%	737
2021 Q4	$8K	Hold	157	–	–	﹤0.01%	723
2021 Q3	$7K	Hold	157	–	–	﹤0.01%	809
2021 Q2	$10K	Hold	157	–	–	﹤0.01%	733
2021 Q1	$10K	Hold	157	–	–	﹤0.01%	687
2020 Q4	$9K	Hold	157	–	–	﹤0.01%	695
2020 Q3	$7K	Hold	157	–	–	﹤0.01%	644
2020 Q2	$7K	Hold	157	–	–	﹤0.01%	665
2020 Q1	$5K	Hold	157	–	–	﹤0.01%	680
2019 Q4	$8K	Sell	157 -252	-62%	-$11.4K	﹤0.01%	672
2019 Q3	$18K	Hold	409	–	–	﹤0.01%	537
2019 Q2	$21K	Hold	409	–	–	﹤0.01%	492
2019 Q1	$20K	Hold	409	–	–	0.01%	431
2018 Q4	$18K	Hold	409	–	–	0.01%	229
2018 Q3	$18K	Sell	409 -27	-6%	-$1.17K	0.01%	469
2018 Q2	$19K	Buy	436 +184	+73%	+$7.96K	0.01%	445
2018 Q1	$10K	Hold	252	–	–	﹤0.01%	495
2017 Q4	$10K	Buy	+252	New	+$9.49K	﹤0.01%	482

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrustCore Financial Services's BHP Position: Q4 2022 in Review

TrustCore Financial Services sold out of BHP (BHP) in Q4 2022, closing a stake of 140 shares — an estimated $7K sold.

TrustCore Financial Services first reported a position in BHP in Q4 2017 and held it in 20 quarters. The position peaked at $28K in Q2 2022. 639 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

TrustCore Financial Services reported no remaining BHP position as of Q4 2022 after selling out during the quarter.
TrustCore Financial Services sold 140 BHP shares in Q4 2022, an estimated $7K.
TrustCore Financial Services first reported a position in BHP in Q4 2017 and held it in 20 quarters.
TrustCore Financial Services's BHP position peaked at $28K in Q2 2022.
639 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.