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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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Chronos Wealth Management's BHP Position: Q3 2024 in Review

Chronos Wealth Management sold out of BHP (BHP) in Q3 2024, closing a stake of 6,800 shares — an estimated $388K sold.

Chronos Wealth Management first reported a position in BHP in Q4 2019 and held it in 19 quarters. The position peaked at $651K in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Chronos Wealth Management reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Chronos Wealth Management sold 6,800 BHP shares in Q3 2024, an estimated $388K.
  • Chronos Wealth Management first reported a position in BHP in Q4 2019 and held it in 19 quarters.
  • Chronos Wealth Management's BHP position peaked at $651K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Chronos Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.