WealthPLAN Partners’s BHP BHP Stock Holding History

WealthPLAN Partners’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	-3,811	Closed	-$227K	–	390
2023 Q2	$227K	Sell	3,811 -570	-13%	-$34K	0.03%	275
2023 Q1	$278K	Sell	4,381 -544	-11%	-$35.1K	0.03%	263
2022 Q4	$331K	Buy	+4,925	New	+$277K	0.02%	299
2022 Q1	$318K	Hold	5,330	–	–	0.02%	309
2021 Q4	$302K	Hold	5,330	–	–	0.02%	317
2021 Q3	$275K	Buy	+5,330	New	+$326K	0.02%	325

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

WealthPLAN Partners's BHP Position: Q3 2023 in Review

WealthPLAN Partners sold out of BHP (BHP) in Q3 2023, closing a stake of 3,811 shares — an estimated $227K sold.

WealthPLAN Partners first reported a position in BHP in Q3 2021 and held it in 6 quarters. The position peaked at $331K in Q4 2022. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

WealthPLAN Partners reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,811 BHP shares in Q3 2023, an estimated $227K.
WealthPLAN Partners first reported a position in BHP in Q3 2021 and held it in 6 quarters.
WealthPLAN Partners's BHP position peaked at $331K in Q4 2022.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.