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Cassady Schiller Wealth Management’s BHP BHP Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.47K Hold
30
– – ﹤0.01% 673
2024
Q3 		$1.86K Hold
30
– – ﹤0.01% 395
2024
Q2 		$1.71K Hold
30
– – ﹤0.01% 404
2024
Q1 		$1.73K Buy
+30
New +$1.79K ﹤0.01% 428

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

Cassady Schiller Wealth Management's BHP Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its BHP (BHP) position steady in Q4 2024 at 30 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Cassady Schiller Wealth Management first reported a position in BHP in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.86K in Q3 2024. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Cassady Schiller Wealth Management held 30 shares of BHP worth $1.47K as of Q4 2024.
  • Cassady Schiller Wealth Management left its BHP share count unchanged in Q4 2024.
  • BHP made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #673 holding.
  • Cassady Schiller Wealth Management first reported a position in BHP in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's BHP position peaked at $1.86K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.