Avitas Wealth Management’s BHP BHP Stock Holding History

Avitas 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
2023 Q3	–	Sell	-30,432	Closed	-$1.82M	–	205
2023 Q2	$1.82M	Buy	30,432 +293	+1%	+$17.5K	0.33%	90
2023 Q1	$1.91M	Buy	+30,139	New	+$1.94M	0.37%	82

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avitas Wealth Management's BHP Position: Q3 2023 in Review

Avitas Wealth Management sold out of BHP (BHP) in Q3 2023, closing a stake of 30,432 shares — an estimated $1.82M sold.

Avitas Wealth Management first reported a position in BHP in Q1 2023 and held it in 2 quarters. The position peaked at $1.91M in Q1 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Avitas Wealth Management reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
Avitas Wealth Management sold 30,432 BHP shares in Q3 2023, an estimated $1.82M.
Avitas Wealth Management first reported a position in BHP in Q1 2023 and held it in 2 quarters.
Avitas Wealth Management's BHP position peaked at $1.91M in Q1 2023.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Avitas Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.