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FinTrust Capital Advisors’s BHP BHP Stock Holding History

FinTrust Capital 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
Q3 		$60.2K Buy
969
+25
+3% +$1.38K 0.01% 527
2024
Q2 		$53.9K Buy
944
+345
+58% +$20K 0.01% 518
2024
Q1 		$34.5K Sell
599
-339
-36% -$20.3K 0.01% 635
2023
Q4 		$64.1K Sell
938
-141
-13% -$8.51K 0.01% 435
2023
Q3 		$61.4K Buy
1,079
+422
+64% +$24.7K 0.01% 417
2023
Q2 		$40.7K Hold
657
– – 0.01% 482
2023
Q1 		$40.7K Hold
657
– – 0.01% 480
2022
Q4 		$40.7K Buy
657
+140
+27% +$7.87K 0.01% 480
2022
Q3 		$25K Sell
517
-93
-15% -$4.92K 0.01% 670
2022
Q2 		$31K Buy
610
+284
+87% +$17.6K 0.01% 616
2022
Q1 		$23K Buy
326
+44
+16% +$2.67K 0.01% 730
2021
Q4 		$15K Sell
282
-22
-7% -$1.1K ﹤0.01% 816
2021
Q3 		$15K Buy
304
+29
+11% +$1.77K ﹤0.01% 803
2021
Q2 		$18K Buy
275
+155
+129% +$10.2K ﹤0.01% 780
2021
Q1 		$7K Buy
120
+75
+167% +$4.83K ﹤0.01% 963
2020
Q4 		$3K Hold
45
– – ﹤0.01% 988
2020
Q3 		$2K Hold
45
– – ﹤0.01% 1054
2020
Q2 		$2K Sell
45
-133
-75% -$5.21K ﹤0.01% 914
2020
Q1 		$6K Hold
178
– – ﹤0.01% 829
2019
Q4 		$9K Hold
178
– – ﹤0.01% 752
2019
Q3 		$8K Hold
178
– – ﹤0.01% 793
2019
Q2 		$9K Sell
178
-294
-62% -$14.2K ﹤0.01% 746
2019
Q1 		$23K Sell
472
-89
-16% -$4.06K 0.01% 566
2018
Q4 		$24K Buy
+561
New +$23.5K 0.01% 547

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

FinTrust Capital Advisors's BHP Position: Q3 2024 in Review

FinTrust Capital Advisors increased its BHP (BHP) stake by 2.6% in Q3 2024, buying an estimated $1.38K and bringing the position to 969 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #527.

FinTrust Capital Advisors first reported a position in BHP in Q4 2018 and has held it in 24 quarters since. The position peaked at $64.1K in Q4 2023. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • FinTrust Capital Advisors held 969 shares of BHP worth $60.2K as of Q3 2024.
  • FinTrust Capital Advisors bought 25 BHP shares in Q3 2024, an estimated $1.38K.
  • BHP made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #527 holding.
  • FinTrust Capital Advisors first reported a position in BHP in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's BHP position peaked at $64.1K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.