CapWealth Advisors’s BHP BHP Stock Holding History

CapWealth Advisors’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	-4,000	Closed	-$248K	–	103
2024 Q3	$248K	Hold	4,000	–	–	0.03%	100
2024 Q2	$228K	Buy	+4,000	New	+$232K	0.03%	91
2013 Q3	–	Sell	-509	Closed	-$25K	–	437
2013 Q2	$25K	Buy	+509	New	+$28.2K	0.01%	207

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CapWealth Advisors's BHP Position: Q4 2024 in Review

CapWealth Advisors sold out of BHP (BHP) in Q4 2024, closing a stake of 4,000 shares — an estimated $248K sold.

CapWealth Advisors first reported a position in BHP in Q2 2013 and held it in 3 quarters. The position peaked at $248K in Q3 2024. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

CapWealth Advisors reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
CapWealth Advisors sold 4,000 BHP shares in Q4 2024, an estimated $248K.
CapWealth Advisors first reported a position in BHP in Q2 2013 and held it in 3 quarters.
CapWealth Advisors's BHP position peaked at $248K in Q3 2024.
647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on CapWealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.