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Colonial Trust Advisors’s BHP BHP Stock Holding History

Colonial Trust 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
-400
Closed -$24.8K – 691
2024
Q3 		$24.8K Sell
400
-392
-49% -$21.6K ﹤0.01% 410
2024
Q2 		$45.2K Hold
792
– – ﹤0.01% 338
2024
Q1 		$45.7K Hold
792
– – ﹤0.01% 334
2023
Q4 		$54.1K Hold
792
– – 0.01% 307
2023
Q3 		$45K Hold
792
– – 0.01% 339
2023
Q2 		$47.3K Buy
792
+392
+98% +$23.4K 0.01% 341
2023
Q1 		$25.4K Hold
400
– – ﹤0.01% 405
2022
Q4 		$24.8K Buy
+400
New +$22.5K ﹤0.01% 410

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

Colonial Trust Advisors's BHP Position: Q4 2024 in Review

Colonial Trust Advisors sold out of BHP (BHP) in Q4 2024, closing a stake of 400 shares — an estimated $24.8K sold.

Colonial Trust Advisors first reported a position in BHP in Q4 2022 and held it in 8 quarters. The position peaked at $54.1K in Q4 2023. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Colonial Trust Advisors reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 400 BHP shares in Q4 2024, an estimated $24.8K.
  • Colonial Trust Advisors first reported a position in BHP in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's BHP position peaked at $54.1K in Q4 2023.
  • 647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.