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Covestor’s BHP BHP Stock Holding History

Covestor’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
-307
Closed -$18K – 2225
2024
Q2 		$18K Hold
307
– – 0.01% 1229
2024
Q1 		$18K Hold
307
– – 0.01% 1241
2023
Q4 		$21K Hold
307
– – 0.01% 1174
2023
Q3 		$17K Hold
307
– – 0.01% 1170
2023
Q2 		$18K Hold
307
– – 0.01% 1175
2023
Q1 		$19K Sell
307
-33
-10% -$2.13K 0.02% 1012
2022
Q4 		$21K Hold
340
– – 0.02% 1013
2022
Q3 		$17K Hold
340
– – 0.02% 1038
2022
Q2 		$19K Sell
340
-41
-11% -$2.55K 0.02% 985
2022
Q1 		$26K Buy
+381
New +$23.1K 0.02% 985

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

Covestor's BHP Position: Q3 2024 in Review

Covestor sold out of BHP (BHP) in Q3 2024, closing a stake of 307 shares — an estimated $18K sold.

Covestor first reported a position in BHP in Q1 2022 and held it in 10 quarters. The position peaked at $26K in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Covestor reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 307 BHP shares in Q3 2024, an estimated $18K.
  • Covestor first reported a position in BHP in Q1 2022 and held it in 10 quarters.
  • Covestor's BHP position peaked at $26K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.