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Atlantic Edge Private Wealth Management’s BHP BHP Stock Holding History

Atlantic Edge Private 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
2025
Q1 		– Sell
-100
Closed -$4.88K – 501
2024
Q4 		$4.88K Sell
100
-100
-50% -$5.44K ﹤0.01% 391
2024
Q3 		$12.4K Hold
200
– – ﹤0.01% 318
2024
Q2 		$11.4K Buy
200
+100
+100% +$5.81K ﹤0.01% 303
2024
Q1 		$5.77K Hold
100
– – ﹤0.01% 371
2023
Q4 		$6.83K Buy
+100
New +$6.04K ﹤0.01% 336

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Atlantic Edge Private Wealth Management's BHP Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of BHP (BHP) in Q1 2025, closing a stake of 100 shares — an estimated $4.88K sold.

Atlantic Edge Private Wealth Management first reported a position in BHP in Q4 2023 and held it in 5 quarters. The position peaked at $12.4K in Q3 2024. 623 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 100 BHP shares in Q1 2025, an estimated $4.88K.
  • Atlantic Edge Private Wealth Management first reported a position in BHP in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's BHP position peaked at $12.4K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.