Granite Bay Wealth Management’s BHP BHP Stock Holding History

Granite Bay Wealth 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
2024 Q1	–	Sell	-12,600	Closed	-$761K	–	88
2023 Q4	$761K	Hold	12,600	–	–	0.01%	227
2023 Q3	$737K	Buy	+12,600	New	+$737K	0.01%	234

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Granite Bay Wealth Management's BHP Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of BHP (BHP) in Q1 2024, closing a stake of 12,600 shares — an estimated $761K sold.

Granite Bay Wealth Management first reported a position in BHP in Q3 2023 and held it in 2 quarters. The position peaked at $761K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Granite Bay Wealth Management reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 12,600 BHP shares in Q1 2024, an estimated $761K.
Granite Bay Wealth Management first reported a position in BHP in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's BHP position peaked at $761K in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.