AWS
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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 – 1981
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 $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return