Winch Advisory Services’s BHP BHP Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-55	Closed	-$3K	–	444
2023 Q3	$3K	Buy	+55	New	+$3.21K	﹤0.01%	326
2020 Q4	–	Sell	-24	Closed	-$1K	–	425
2020 Q3	$1K	Buy	+24	New	+$1.16K	﹤0.01%	352

Other funds holding BHP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Winch Advisory Services's BHP Position: Q4 2023 in Review

Winch Advisory Services sold out of BHP (BHP) in Q4 2023, closing a stake of 55 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in BHP in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Winch Advisory Services reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 55 BHP shares in Q4 2023, an estimated $3K.
Winch Advisory Services first reported a position in BHP in Q3 2020 and held it in 2 quarters.
Winch Advisory Services's BHP position peaked at $3K in Q3 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.