Twin Focus Capital Partners’s BHP BHP Stock Holding History

Twin Focus Capital Partners’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 Q3	–	Sell	-3,727	Closed	-$222K	–	172
2023 Q2	$222K	Buy	3,727 +163	+5%	+$9.72K	0.05%	200
2023 Q1	$226K	Hold	3,564	–	–	0.04%	202
2022 Q4	$221K	Buy	+3,564	New	+$200K	0.05%	196
2022 Q3	–	Sell	-3,571	Closed	-$201K	–	200
2022 Q2	$201K	Sell	3,571 -364	-9%	-$22.6K	0.05%	193
2022 Q1	$271K	Buy	3,935 +124	+3%	+$7.53K	0.05%	178
2021 Q4	$205K	Buy	+3,811	New	+$191K	0.04%	216
2015 Q2	–	Sell	-5,357	Closed	-$211K	–	97
2015 Q1	$211K	Hold	5,357	–	–	0.17%	81
2014 Q4	$214K	Hold	5,357	–	–	0.25%	84
2014 Q3	$267K	Sell	5,357 -18	-0.3%	-$1.05K	0.26%	72
2014 Q2	$311K	Buy	5,375 +449	+9%	+$26.4K	0.35%	59
2014 Q1	$282K	Hold	4,926	–	–	0.33%	58
2013 Q4	$284K	Sell	4,926 -266	-5%	-$15.4K	0.28%	62
2013 Q3	$292K	Buy	5,192 +444	+9%	+$24.1K	0.28%	54
2013 Q2	$232K	Buy	+4,748	New	+$263K	0.24%	69

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Dimensional Fund Advisors

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Wellington Management Group

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Norges Bank Oslo, Norway $935B AUM

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 New York $761B AUM 31.28% 1-Year Est. Return

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