Valley Brook Capital Group’s BHP BHP Stock Holding History

Valley Brook Capital Group’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	–	Sell	-561	Closed	-$34K	–	140
2021 Q1	$34K	Hold	561	–	–	0.03%	259
2020 Q4	$32K	Buy	+561	New	+$28.1K	0.03%	238

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Valley Brook Capital Group's BHP Position: Q2 2021 in Review

Valley Brook Capital Group sold out of BHP (BHP) in Q2 2021, closing a stake of 561 shares — an estimated $34K sold.

Valley Brook Capital Group first reported a position in BHP in Q4 2020 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 514 funds tracked by Wall St. Rank hold BHP as of Q2 2021.

Valley Brook Capital Group reported no remaining BHP position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 561 BHP shares in Q2 2021, an estimated $34K.
Valley Brook Capital Group first reported a position in BHP in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's BHP position peaked at $34K in Q1 2021.
514 funds tracked by Wall St. Rank held BHP as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.