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Alaethes Wealth’s BHP BHP Stock Holding History

Alaethes 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
2024
Q3 		– Sell
-21,752
Closed -$1.24M – 114
2024
Q2 		$1.24M Buy
21,752
+848
+4% +$49.3K 0.51% 76
2024
Q1 		$1.21M Buy
20,904
+578
+3% +$34.6K 0.53% 77
2023
Q4 		$1.39M Buy
20,326
+422
+2% +$25.5K 0.66% 63
2023
Q3 		$1.13M Buy
19,904
+1,454
+8% +$85K 0.62% 67
2023
Q2 		$1.1M Buy
18,450
+671
+4% +$40K 0.6% 68
2023
Q1 		$1.13M Buy
17,779
+489
+3% +$31.5K 0.66% 65
2022
Q4 		$1.07M Sell
17,290
-2,730
-14% -$154K 0.74% 61
2022
Q3 		$1M Buy
20,020
+1,461
+8% +$77.4K 0.74% 55
2022
Q2 		$1.04M Sell
18,559
-2,100
-10% -$130K 0.77% 54
2022
Q1 		$1.42M Buy
20,659
+15,180
+277% +$922K 0.91% 33
2021
Q4 		$295K Buy
5,479
+5,367
+4,792% +$268K 0.19% 86
2021
Q3 		$5K Hold
112
– – ﹤0.01% 219
2021
Q2 		$7K Buy
+112
New +$7.41K 0.01% 204

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Alaethes Wealth's BHP Position: Q3 2024 in Review

Alaethes Wealth sold out of BHP (BHP) in Q3 2024, closing a stake of 21,752 shares — an estimated $1.24M sold.

Alaethes Wealth first reported a position in BHP in Q2 2021 and held it in 13 quarters. The position peaked at $1.42M in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Alaethes Wealth reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Alaethes Wealth sold 21,752 BHP shares in Q3 2024, an estimated $1.24M.
  • Alaethes Wealth first reported a position in BHP in Q2 2021 and held it in 13 quarters.
  • Alaethes Wealth's BHP position peaked at $1.42M in Q1 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Alaethes Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.