WealthStone’s BHP BHP Stock Holding History

WealthStone’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 Q1	$290K	Buy	4,687 +443	+10%	+$28.5K	0.1%	167
2020 Q4	$247K	Buy	+4,244	New	+$213K	0.09%	169
2019 Q3	–	Sell	-58	Closed	-$3.02K	–	121
2019 Q2	$3.02K	Buy	+58	New	+$2.8K	﹤0.01%	447

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

WealthStone's BHP Position: Q1 2021 in Review

WealthStone increased its BHP (BHP) stake by 10% in Q1 2021, buying an estimated $28.5K and bringing the position to 4,687 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #167.

WealthStone first reported a position in BHP in Q2 2019 and has held it in 3 quarters since. 499 funds tracked by Wall St. Rank hold BHP as of Q1 2021.

WealthStone held 4,687 shares of BHP worth $290K as of Q1 2021.
WealthStone bought 443 BHP shares in Q1 2021, an estimated $28.5K.
BHP made up 0.1% of WealthStone's portfolio in Q1 2021, its #167 holding.
WealthStone first reported a position in BHP in Q2 2019 and has held it in 3 quarters since.
499 funds tracked by Wall St. Rank held BHP as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.