USCA RIA’s BHP BHP Stock Holding History

USCA RIA’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	$3.67M	Buy	56,409 +9,277	+20%	+$613K	0.22%	130
2021 Q1	$2.92M	Buy	47,132 +14,175	+43%	+$913K	0.19%	160
2020 Q4	$1.92M	Buy	+32,957	New	+$1.65M	0.13%	160
2014 Q3	–	Sell	-3,774	Closed	-$218K	–	326
2014 Q2	$218K	Hold	3,774	–	–	0.07%	262
2014 Q1	$216K	Buy	3,774 +46	+1%	+$2.58K	0.08%	250
2013 Q4	$215K	Hold	3,728	–	–	0.09%	229
2013 Q3	$210K	Buy	+3,728	New	+$203K	0.1%	225

Other funds holding BHP

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

USCA RIA's BHP Position: Q2 2021 in Review

USCA RIA increased its BHP (BHP) stake by 20% in Q2 2021, buying an estimated $613K and bringing the position to 56,409 shares worth $3.67M. The position accounts for 0.22% of the portfolio, ranked #130.

USCA RIA first reported a position in BHP in Q3 2013 and has held it in 7 quarters since. 512 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

USCA RIA held 56,409 shares of BHP worth $3.67M as of Q2 2021.
USCA RIA bought 9,277 BHP shares in Q2 2021, an estimated $613K.
BHP made up 0.22% of USCA RIA's portfolio in Q2 2021, its #130 holding.
USCA RIA first reported a position in BHP in Q3 2013 and has held it in 7 quarters since.
512 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.