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Atomi Financial Group’s BHP BHP Stock Holding History

Atomi Financial Group’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
2026
Q1 		$2.71M Buy
37,239
+5,746
+18% +$406K 0.08% 193
2025
Q4 		$1.9M Buy
31,493
+4,987
+19% +$283K 0.06% 251
2025
Q3 		$1.48M Buy
26,506
+9,410
+55% +$501K 0.05% 262
2025
Q2 		$822K Sell
17,096
-5,284
-24% -$254K 0.03% 404
2025
Q1 		$1.09M Buy
22,380
+6,884
+44% +$343K 0.05% 288
2024
Q4 		$757K Sell
15,496
-2,239
-13% -$122K 0.04% 338
2024
Q3 		$1.1M Sell
17,735
-3,373
-16% -$186K 0.07% 224
2024
Q2 		$1.21M Buy
21,108
+8,152
+63% +$474K 0.09% 182
2024
Q1 		$747K Sell
12,956
-1,131
-8% -$67.7K 0.07% 238
2023
Q4 		$962K Buy
+14,087
New +$850K 0.13% 138

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return