Westshore Wealth’s BHP BHP Stock Holding History

Westshore Wealth’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 Q4	–	Sell	-4,596	Closed	-$219K	–	91
2021 Q3	$219K	Buy	4,596 +343	+8%	+$20.9K	0.18%	71
2021 Q2	$276K	Buy	4,253 +112	+3%	+$7.41K	0.14%	104
2021 Q1	$256K	Buy	+4,141	New	+$267K	0.15%	112

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PPA

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

Westshore Wealth's BHP Position: Q4 2021 in Review

Westshore Wealth sold out of BHP (BHP) in Q4 2021, closing a stake of 4,596 shares — an estimated $219K sold.

Westshore Wealth first reported a position in BHP in Q1 2021 and held it in 3 quarters. The position peaked at $276K in Q2 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

Westshore Wealth reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
Westshore Wealth sold 4,596 BHP shares in Q4 2021, an estimated $219K.
Westshore Wealth first reported a position in BHP in Q1 2021 and held it in 3 quarters.
Westshore Wealth's BHP position peaked at $276K in Q2 2021.
504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Westshore Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.