CWM
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Chronos Wealth Management’s BHP BHP Stock Holding History

Chronos 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
Q3 		– Sell
-6,800
Closed -$388K – 42
2024
Q2 		$388K Sell
6,800
-400
-6% -$23.2K 0.22% 32
2024
Q1 		$415K Sell
7,200
-100
-1% -$5.99K 0.24% 29
2023
Q4 		$499K Sell
7,300
-224
-3% -$13.5K 0.32% 29
2023
Q3 		$428K Hold
7,524
– – 0.3% 29
2023
Q2 		$449K Sell
7,524
-500
-6% -$29.8K 0.31% 28
2023
Q1 		$509K Hold
8,024
– – 0.38% 28
2022
Q4 		$498K Hold
8,024
– – 0.39% 27
2022
Q3 		$402K Sell
8,024
-850
-10% -$45K 0.33% 28
2022
Q2 		$499K Sell
8,874
-570
-6% -$35.4K 0.37% 27
2022
Q1 		$651K Hold
9,444
– – 0.41% 28
2021
Q4 		$508K Sell
9,444
-645
-6% -$32.3K 0.31% 32
2021
Q3 		$482K Buy
10,089
+168
+2% +$10.3K 0.33% 33
2021
Q2 		$645K Hold
9,921
– – 0.44% 31
2021
Q1 		$614K Buy
9,921
+729
+8% +$46.9K 0.46% 31
2020
Q4 		$536K Buy
9,192
+2,550
+38% +$128K 0.44% 30
2020
Q3 		$306K Buy
6,642
+392
+6% +$18.9K 0.28% 31
2020
Q2 		$277K Hold
6,250
– – 0.27% 34
2020
Q1 		$205K Buy
6,250
+449
+8% +$18.7K 0.24% 37
2019
Q4 		$283K Buy
+5,801
New +$263K 0.28% 40

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return