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Financial Advocates Investment Management’s BHP BHP Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-3,725
Closed -$182K – 726
2024
Q4 		$182K Sell
3,725
-38
-1% -$2.07K 0.01% 705
2024
Q3 		$234K Buy
3,763
+600
+19% +$33.1K 0.01% 678
2024
Q2 		$181K Buy
+3,163
New +$184K 0.01% 679

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 $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's BHP Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of BHP (BHP) in Q1 2025, closing a stake of 3,725 shares — an estimated $182K sold.

Financial Advocates Investment Management first reported a position in BHP in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,725 BHP shares in Q1 2025, an estimated $182K.
  • Financial Advocates Investment Management first reported a position in BHP in Q2 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's BHP position peaked at $234K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.