VWA
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return