Delos Wealth Advisors’s BHP BHP Stock Holding History

Delos Wealth 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 Q1	–	Sell	-5	Closed	-$342	–	361
2023 Q4	$342	Hold	5	–	–	﹤0.01%	287
2023 Q3	$288	Hold	5	–	–	﹤0.01%	332
2023 Q2	$299	Hold	5	–	–	﹤0.01%	333
2023 Q1	$318	Hold	5	–	–	﹤0.01%	339
2022 Q4	$310	Hold	5	–	–	﹤0.01%	344
2022 Q3	$0	Buy	+5	New	+$265	﹤0.01%	296

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Delos Wealth Advisors's BHP Position: Q1 2024 in Review

Delos Wealth Advisors sold out of BHP (BHP) in Q1 2024, closing a stake of 5 shares — an estimated $342 sold.

Delos Wealth Advisors first reported a position in BHP in Q3 2022 and held it in 6 quarters. The position peaked at $342 in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Delos Wealth Advisors reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Delos Wealth Advisors sold 5 BHP shares in Q1 2024, an estimated $342.
Delos Wealth Advisors first reported a position in BHP in Q3 2022 and held it in 6 quarters.
Delos Wealth Advisors's BHP position peaked at $342 in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.