YorkBridge Wealth Partners’s BHP BHP Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$583K	Sell	9,392 -1,157	-11%	-$65.1K	0.15%	118
2022 Q3	$528K	Buy	10,549 +249	+2%	+$13.2K	0.14%	116
2022 Q2	$579K	Sell	10,300 -2,092	-17%	-$130K	0.15%	115
2022 Q1	$854K	Buy	12,392 +1,836	+17%	+$112K	0.19%	93
2021 Q4	$568K	Sell	10,556 -1,383	-12%	-$69.2K	0.13%	126
2021 Q3	$570K	Buy	11,939 +1,053	+10%	+$64.3K	0.14%	116
2021 Q2	$707K	Buy	10,886 +36	+0.3%	+$2.38K	0.18%	99
2021 Q1	$672K	Buy	+10,850	New	+$698K	0.2%	93
2017 Q4	–	Sell	-148	Closed	-$5K	–	866
2017 Q3	$5K	Hold	148	–	–	﹤0.01%	703
2017 Q2	$5K	Hold	148	–	–	﹤0.01%	697
2017 Q1	$5K	Buy	148 +113	+323%	+$3.9K	﹤0.01%	688
2016 Q4	$1K	Buy	+35	New	+$1.13K	﹤0.01%	818

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

YorkBridge Wealth Partners's BHP Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its BHP (BHP) stake by 11% in Q4 2022, selling an estimated $65.1K and leaving 9,392 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #118.

YorkBridge Wealth Partners first reported a position in BHP in Q4 2016 and has held it in 12 quarters since. The position peaked at $854K in Q1 2022. 637 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

YorkBridge Wealth Partners held 9,392 shares of BHP worth $583K as of Q4 2022.
YorkBridge Wealth Partners sold 1,157 BHP shares in Q4 2022, an estimated $65.1K.
BHP made up 0.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #118 holding.
YorkBridge Wealth Partners first reported a position in BHP in Q4 2016 and has held it in 12 quarters since.
YorkBridge Wealth Partners's BHP position peaked at $854K in Q1 2022.
637 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.