WA
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WESPAC Advisors’s BHP BHP Stock Holding History

WESPAC Advisors’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
-3,438
Closed -$213K – 109
2022
Q4 		$213K Buy
+3,438
New +$193K 0.37% 60
2022
Q3 		– Sell
-4,220
Closed -$237K – 83
2022
Q2 		$237K Buy
+4,220
New +$262K 0.18% 79
2021
Q4 		– Sell
-4,484
Closed -$214K – 148
2021
Q3 		$214K Buy
+4,484
New +$274K 0.13% 160
2021
Q2 		– Sell
-4,484
Closed -$278K – 104
2021
Q1 		$278K Hold
4,484
– – 0.21% 129
2020
Q4 		$261K Buy
+4,484
New +$225K 0.2% 117
2014
Q3 		– Sell
-3,719
Closed -$215K – 132
2014
Q2 		$215K Sell
3,719
-172
-4% -$10.1K 0.24% 105
2014
Q1 		$223K Hold
3,891
– – 0.19% 120
2013
Q4 		$224K Buy
3,891
+172
+5% +$9.95K 0.19% 122
2013
Q3 		$209K Buy
+3,719
New +$202K 0.24% 103

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return