V Wealth Advisors’s BHP BHP Stock Holding History

V 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
2023 Q3	–	Sell	-3,744	Closed	-$223K	–	140
2023 Q2	$223K	Buy	3,744 +41	+1%	+$2.44K	0.04%	343
2023 Q1	$235K	Buy	3,703 +10	+0.3%	+$645	0.04%	332
2022 Q4	$229K	Buy	+3,693	New	+$208K	0.05%	315
2022 Q3	–	Sell	-3,881	Closed	-$218K	–	380
2022 Q2	$218K	Sell	3,881 -284	-7%	-$17.6K	0.04%	373
2022 Q1	$287K	Buy	+4,165	New	+$253K	0.05%	355
2021 Q3	–	Sell	-3,643	Closed	-$235K	–	542
2021 Q2	$235K	Hold	3,643	–	–	0.04%	416
2021 Q1	$226K	Buy	3,643 +120	+3%	+$7.72K	0.04%	386
2020 Q4	$205K	Buy	+3,523	New	+$177K	0.04%	360
2017 Q3	–	Sell	-4,148	Closed	-$133K	–	245
2017 Q2	$133K	Buy	+4,148	New	+$132K	0.06%	214

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

V Wealth Advisors's BHP Position: Q3 2023 in Review

V Wealth Advisors sold out of BHP (BHP) in Q3 2023, closing a stake of 3,744 shares — an estimated $223K sold.

V Wealth Advisors first reported a position in BHP in Q2 2017 and held it in 9 quarters. The position peaked at $287K in Q1 2022. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

V Wealth Advisors reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 3,744 BHP shares in Q3 2023, an estimated $223K.
V Wealth Advisors first reported a position in BHP in Q2 2017 and held it in 9 quarters.
V Wealth Advisors's BHP position peaked at $287K in Q1 2022.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.