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WealthPlan Investment Management’s BHP BHP Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-4,925
Closed -$329K – 452
2022
Q4 		$329K Buy
4,925
+233
+5% +$13.1K 0.02% 300
2022
Q3 		$293K Buy
+4,692
New +$248K 0.02% 303
2022
Q1 		$318K Buy
+5,330
New +$324K 0.02% 309

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthPlan Investment Management's BHP Position: Q1 2023 in Review

WealthPlan Investment Management sold out of BHP (BHP) in Q1 2023, closing a stake of 4,925 shares — an estimated $329K sold.

WealthPlan Investment Management first reported a position in BHP in Q1 2022 and held it in 3 quarters. The position peaked at $329K in Q4 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

  • WealthPlan Investment Management reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,925 BHP shares in Q1 2023, an estimated $329K.
  • WealthPlan Investment Management first reported a position in BHP in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's BHP position peaked at $329K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.