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Sharesight users' top 20 SMSF trades of FY21/22

by Stephanie Stefanovic, Content Manager, Sharesight | Jun 29th 2022

Welcome to our annual Australian financial year trading snapshot for SMSFs, where we look at Sharesight users’ 20 most traded SMSF stocks during the 2021/22 financial year. To find out the market-moving news behind some of these stocks, keep reading.

Top20 AU SMSF FY21-22

In this FY21/22 SMSF trading snapshot, buy and sell trades were led by BHP (ASX: BHP), which underwent major changes throughout the financial year, including the unification of its corporate structure and the merging of its oil and gas business with Woodside Energy (ASX: BHP). Trades were followed by Fortescue Metals (ASX: FMG), which has seen its share price fluctuate along with the iron ore price; as well as Woodside Energy, which saw its profit hit a seven-year high before the company’s merger with BHP. Overall, the top 20 SMSF trades were weighted heavily towards blue chip stocks, with a strong preference for mining and banking stocks.

BHP (ASX: BHP)

August 2021: Shareholders fret over BHP-Woodside merger
September 2021: Prepares Mt Arthur mine for sale; tells 80 workers to relocate or resign
October 2021: BHP reports decline in Australian iron ore shipments
November 2021: Woodside finalises deal to absorb BHP’s petroleum assets
December 2021: BHP plans to abandon dual listing, unify corporate structure
February 2022: Pays record interim dividend for third consecutive year
March 2022: Plans to invest US$79 million in Canadian company Filo Mining
April 2022: BHP sued over alleged environmental damage caused by Chilean mine
May 2022: BHP approved to merge petroleum assets with Woodside; could gain AU$9.5 billion

Woodside Energy (ASX: WDS)

August 2021: Woodside share price struggles throughout August
October 2021: Further job cuts for Woodside staff amid company restructure
December 2021: Plans to fight legal action against AU$16.5 billion Scarborough gas project
February 2022: Woodside profit hits seven-year high; full year dividend surges
March 2022: Shares surge as oil price continues to rise
April 2022: Applies for US listing prior to AU$63 billion merger vote
June 2022: Woodside completes merger with BHP; becomes largest ASX energy company

Fortescue Metals (ASX: FMG)

July 2021: Fortescue marks 2 billion tonne automated haulage milestone in Pilbara region
August 2021: Fortescue share price plummets over 20% in August
September 2021: Posts record AU$14b profit as iron ore price soars
October 2021: Purchases 60% stake in Dutch renewable energy firm
November 2021: Fortescue share price on the rise as ASX surges
January 2022: Acquires Williams Advanced Engineering for AU$310 million
February 2022: Lowers interim dividend on the back of tumbling profit
March 2022: Share price drops as iron ore prices impacted by Chinese COVID surge
May 2022: Share price dives 12% in a week as iron ore continues to fall
June 2022: Share price falls 9% amid broader market sell-off

Macquarie Group (ASX: MQG)

July 2021: Macquarie cuts dividend outlook
September 2021: First-half profit drives share price to record highs
October 2021: Announces AU$1.5 billion capital raise
February 2022: Improved market conditions result in record quarter for Macquarie; share price up 34% YoY
March 2022: Macquarie buys stake in National Grid’s gas transmission business
May 2022: Share price drops 8% following FY22 results
June 2022: Announces AU$400 million capital raise

CSL (ASX: CSL)

July 2021: CSL share price drops due to reports of mRNA vaccine delays
September 2021: Declares new focus on influenza vaccine research
October 2021: Dismisses idea of developing homegrown mRNA COVID-19 vaccine
January 2022: Issues AU$6.3b placement to institutional investors; money to fund Vifor Pharma acquisition
February 2022: Share price rises 8.5% following half-year earnings results
May 2022: Share price grows as plasma collection levels recover

Westpac (ASX: WBC)

July 2021: Westpac forced to pay AU$87m to poorly informed customers
August 2021: Sells Australian life insurance business for AU$900 million
November 2021: Share price drops 15% in a month; investor confidence tainted by cost blowout and falling profit margins
December 2021: Westpac to pay AU$193 million in compensation and ASIC fines for charging dead customers
January 2022: Westpac share price underperformed compared to other big banks in 2021
February 2022: Reveals strong quarterly earnings
May 2022: Commits to AU$8 billion cost cutting program

Commonwealth Bank (ASX: CBA)

July 2021: Share price dips following worries of Apple Pay regulation
August 2021: CBA continues with BNPL launch; reports 86,000 customers pre-registered
October 2021: CBA closes financial advice business
November 2021: Share price drops as lower net interest margin revealed for September quarter
February 2022: Shares rise as first-half profit beats expectations
March 2022: Sells AU$1.8 billion-worth of shares in Bank of Hangzhou
June 2022: CBA share price plummets following RBA rate hike

Wesfarmers (ASX: WES)

August 2021: Wesfarmers reports growing profit; forecasts tough year ahead
September 2021: Wesfarmers increases API takeover bid to AU$764m following rejected bid
January 2022: Share price up after Woolworths retracts API takeover bid
February 2022: Profit drops as retail struggles amid pandemic; share price hits a new 52-week low
April 2022: Share price down in April as consumer sentiment declines
June 2022: Share price is down 28% in 2022

National Australia Bank (ASX: NAB)

July 2021: NAB share price drops on Forum Finance fraud allegations
August 2021: Announces plan to buy Citigroup for AU$1.2 billion
November 2021: Share price drops despite strong cash earnings for FY21
February 2022: Quarterly earnings beat expectations, driven by high house prices
May 2022: Grows first-half profit; raises interim dividend

Telstra (ASX: TLS)

August 2021: Telstra reports mixed FY21 results; launches AU$1.35 billion share buyback
October 2021: Share price rises following Digicel acquisition
March 2022: Announces impending retirement of CEO Andy Penn
April 2022: Forced to pay more than AU$2 million in refunds due to customer billing error

Track your SMSF investments with Sharesight

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Organise holdings according to your documented SMSF asset allocation and investment strategy, providing valuable insights throughout the year
Easily share SMSF portfolios with accountants or financial professionals to make admin and tax compliance a breeze
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Run powerful tax reports built for Australian investors, including Capital Gains Tax, Unrealised Capital Gains, and Taxable Income (dividend income)

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