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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WESPAC Advisors's BHP Position: Q1 2023 in Review

WESPAC Advisors sold out of BHP (BHP) in Q1 2023, closing a stake of 3,438 shares — an estimated $213K sold.

WESPAC Advisors first reported a position in BHP in Q3 2013 and held it in 9 quarters. The position peaked at $278K in Q1 2021. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

WESPAC Advisors reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
WESPAC Advisors sold 3,438 BHP shares in Q1 2023, an estimated $213K.
WESPAC Advisors first reported a position in BHP in Q3 2013 and held it in 9 quarters.
WESPAC Advisors's BHP position peaked at $278K in Q1 2021.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.