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Atria Wealth Solutions’s BHP BHP Stock Holding History

Atria Wealth Solutions’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
-3,758
Closed -$239K – 1980
2024
Q3 		$239K Sell
3,758
-6,821
-64% -$377K ﹤0.01% 1663
2024
Q2 		$604K Sell
10,579
-2,860
-21% -$166K 0.01% 1145
2024
Q1 		$776K Sell
13,439
-3,114
-19% -$186K 0.01% 1029
2023
Q4 		$1.13M Sell
16,553
-516
-3% -$31.1K 0.01% 812
2023
Q3 		$972K Sell
17,069
-5,006
-23% -$293K 0.01% 820
2023
Q2 		$1.32M Buy
22,075
+6,121
+38% +$365K 0.02% 725
2023
Q1 		$1.01M Sell
15,954
-7,133
-31% -$460K 0.02% 791
2022
Q4 		$1.43M Buy
23,087
+5,309
+30% +$299K 0.02% 618
2022
Q3 		$889K Buy
17,778
+944
+6% +$50K 0.02% 756
2022
Q2 		$976K Buy
16,834
+12,854
+323% +$798K 0.02% 702
2022
Q1 		$274K Buy
+3,980
New +$242K ﹤0.01% 1367

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

Atria Wealth Solutions's BHP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of BHP (BHP) in Q4 2024, closing a stake of 3,758 shares — an estimated $239K sold.

Atria Wealth Solutions first reported a position in BHP in Q1 2022 and held it in 11 quarters. The position peaked at $1.43M in Q4 2022. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Atria Wealth Solutions reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,758 BHP shares in Q4 2024, an estimated $239K.
  • Atria Wealth Solutions first reported a position in BHP in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's BHP position peaked at $1.43M in Q4 2022.
  • 647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.