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Ameliora Wealth Management’s BHP BHP Stock Holding History

Ameliora Wealth Management’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
Q4 		– Sell
-380
Closed -$23.6K – 240
2024
Q3 		$23.6K Hold
380
– – 0.01% 123
2024
Q2 		$21.7K Hold
380
– – 0.01% 145
2024
Q1 		$21.9K Hold
380
– – 0.01% 161
2023
Q4 		$26K Hold
380
– – 0.01% 138
2023
Q3 		$21.6K Hold
380
– – 0.01% 162
2023
Q2 		$22.7K Sell
380
-380
-50% -$22.7K 0.01% 151
2023
Q1 		$48.2K Buy
+760
New +$49K 0.03% 133

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameliora Wealth Management's BHP Position: Q4 2024 in Review

Ameliora Wealth Management sold out of BHP (BHP) in Q4 2024, closing a stake of 380 shares — an estimated $23.6K sold.

Ameliora Wealth Management first reported a position in BHP in Q1 2023 and held it in 7 quarters. The position peaked at $48.2K in Q1 2023. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Ameliora Wealth Management reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 380 BHP shares in Q4 2024, an estimated $23.6K.
  • Ameliora Wealth Management first reported a position in BHP in Q1 2023 and held it in 7 quarters.
  • Ameliora Wealth Management's BHP position peaked at $48.2K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Ameliora Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.