AWA
BHP icon

Arete Wealth Advisors’s BHP BHP Stock Holding History

Arete Wealth 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
Q1 		– Sell
-3,296
Closed -$225K – 418
2023
Q4 		$225K Buy
+3,296
New +$199K 0.02% 637
2023
Q3 		– Sell
-3,477
Closed -$207K – 525
2023
Q2 		$207K Sell
3,477
-220
-6% -$13.1K 0.02% 586
2023
Q1 		$234K Buy
3,697
+232
+7% +$15K 0.02% 540
2022
Q4 		$215K Buy
+3,465
New +$195K 0.02% 541

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Arete Wealth Advisors's BHP Position: Q1 2024 in Review

Arete Wealth Advisors sold out of BHP (BHP) in Q1 2024, closing a stake of 3,296 shares — an estimated $225K sold.

Arete Wealth Advisors first reported a position in BHP in Q4 2022 and held it in 4 quarters. The position peaked at $234K in Q1 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Arete Wealth Advisors reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,296 BHP shares in Q1 2024, an estimated $225K.
  • Arete Wealth Advisors first reported a position in BHP in Q4 2022 and held it in 4 quarters.
  • Arete Wealth Advisors's BHP position peaked at $234K in Q1 2023.
  • 685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.