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Baystate Wealth Management’s BHP BHP Stock Holding History

Baystate 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
Q4 		$67.3K Buy
984
+13
+1% +$785 ﹤0.01% 332
2023
Q3 		$55.3K Hold
971
– – ﹤0.01% 328
2023
Q2 		$58K Sell
971
-44
-4% -$2.62K ﹤0.01% 317
2023
Q1 		$64.4K Hold
1,015
– – 0.01% 306
2022
Q4 		$63K Hold
1,015
– – 0.01% 305
2022
Q3 		$51K Buy
1,015
+31
+3% +$1.64K 0.01% 302
2022
Q2 		$55K Sell
984
-119
-11% -$7.39K 0.01% 311
2022
Q1 		$76K Sell
1,103
-307
-22% -$18.7K 0.01% 274
2021
Q4 		$76K Buy
1,410
+56
+4% +$2.8K 0.01% 272
2021
Q3 		$65K Buy
1,354
+49
+4% +$2.99K 0.01% 262
2021
Q2 		$85K Hold
1,305
– – 0.01% 226
2021
Q1 		$81K Buy
1,305
+32
+3% +$2.06K 0.01% 215
2020
Q4 		$74K Sell
1,273
-2
-0.2% -$100 0.01% 207
2020
Q3 		$59K Buy
1,275
+15
+1% +$722 0.01% 203
2020
Q2 		$56K Hold
1,260
– – 0.01% 215
2020
Q1 		$41K Buy
1,260
+21
+2% +$877 0.01% 207
2019
Q4 		$60K Hold
1,239
– – 0.01% 207
2019
Q3 		$55K Buy
1,239
+19
+2% +$887 0.01% 195
2019
Q2 		$64K Sell
1,220
-609
-33% -$29.4K 0.01% 188
2019
Q1 		$87K Buy
1,829
+105
+6% +$4.79K 0.01% 158
2018
Q4 		$74K Hold
1,724
– – 0.01% 164
2018
Q3 		$73K Buy
1,724
+42
+2% +$1.82K 0.01% 157
2018
Q2 		$73K Hold
1,682
– – 0.01% 155
2018
Q1 		$71K Hold
1,682
– – 0.01% 159
2017
Q4 		$74K Hold
1,682
– – 0.01% 163
2017
Q3 		$62K Hold
1,682
– – 0.01% 163
2017
Q2 		$59K Hold
1,682
– – 0.01% 167
2017
Q1 		$55K Hold
1,682
– – 0.01% 171
2016
Q4 		$56K Buy
+1,682
New +$54.4K 0.01% 145
2013
Q3 		– Sell
-1,774
Closed -$86K – 45
2013
Q2 		$86K Buy
+1,774
New +$98.3K 0.04% 62

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baystate Wealth Management's BHP Position: Q4 2023 in Review

Baystate Wealth Management increased its BHP (BHP) stake by 1.3% in Q4 2023, buying an estimated $785 and bringing the position to 984 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Baystate Wealth Management first reported a position in BHP in Q2 2013 and has held it in 30 quarters since. The position peaked at $87K in Q1 2019. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

  • Baystate Wealth Management held 984 shares of BHP worth $67.3K as of Q4 2023.
  • Baystate Wealth Management bought 13 BHP shares in Q4 2023, an estimated $785.
  • BHP made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #332 holding.
  • Baystate Wealth Management first reported a position in BHP in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's BHP position peaked at $87K in Q1 2019.
  • 701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.