VisionPoint Advisory Group’s BHP BHP Stock Holding History

VisionPoint Advisory 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
2024 Q1	–	Sell	-1,819	Closed	-$124K	–	824
2023 Q4	$124K	Sell	1,819 -434	-19%	-$26.2K	0.05%	175
2023 Q3	$128K	Sell	2,253 -7,011	-76%	-$410K	0.05%	170
2023 Q2	$553K	Buy	9,264 +1,661	+22%	+$99K	0.23%	86
2023 Q1	$442K	Sell	7,603 -2,334	-23%	-$150K	0.2%	85
2022 Q4	$663K	Sell	9,937 -2,502	-20%	-$141K	0.27%	64
2022 Q3	$622K	Buy	12,439 +1,161	+10%	+$61.5K	0.3%	41
2022 Q2	$624K	Buy	+11,278	New	+$700K	0.25%	52

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

VisionPoint Advisory Group's BHP Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of BHP (BHP) in Q1 2024, closing a stake of 1,819 shares — an estimated $124K sold.

VisionPoint Advisory Group first reported a position in BHP in Q2 2022 and held it in 7 quarters. The position peaked at $663K in Q4 2022. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

VisionPoint Advisory Group reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 1,819 BHP shares in Q1 2024, an estimated $124K.
VisionPoint Advisory Group first reported a position in BHP in Q2 2022 and held it in 7 quarters.
VisionPoint Advisory Group's BHP position peaked at $663K in Q4 2022.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.