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Alera Investment Advisors’s BHP BHP Stock Holding History

Alera Investment Advisors’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
-3,571
Closed -$204K – 293
2024
Q2 		$204K Buy
+3,571
New +$208K 0.02% 257
2022
Q2 		– Sell
-2,943
Closed -$203K – 185
2022
Q1 		$203K Buy
+2,943
New +$179K 0.05% 174
2019
Q2 		– Sell
-708
Closed -$35K – 184
2019
Q1 		$35K Buy
708
+2
+0.3% +$91 0.02% 203
2018
Q4 		$30K Buy
+706
New +$29.6K 0.02% 227

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 $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $269B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Alera Investment Advisors's BHP Position: Q3 2024 in Review

Alera Investment Advisors sold out of BHP (BHP) in Q3 2024, closing a stake of 3,571 shares — an estimated $204K sold.

Alera Investment Advisors first reported a position in BHP in Q4 2018 and held it in 4 quarters. The position peaked at $204K in Q2 2024. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Alera Investment Advisors reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 3,571 BHP shares in Q3 2024, an estimated $204K.
  • Alera Investment Advisors first reported a position in BHP in Q4 2018 and held it in 4 quarters.
  • Alera Investment Advisors's BHP position peaked at $204K in Q2 2024.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.