Halpern Financial’s BHP BHP Stock Holding History

Halpern Financial’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	$12.7K	Hold	203	–	–	﹤0.01%	152
2024 Q2	$11.6K	Hold	203	–	–	﹤0.01%	152
2024 Q1	$11.9K	Hold	203	–	–	﹤0.01%	158
2023 Q4	$13.6K	Hold	203	–	–	﹤0.01%	172
2023 Q3	$11.5K	Hold	203	–	–	﹤0.01%	149
2023 Q2	$12.1K	Hold	203	–	–	﹤0.01%	140
2023 Q1	$12.9K	Hold	203	–	–	﹤0.01%	123
2022 Q4	$12.6K	Hold	203	–	–	﹤0.01%	131
2022 Q3	$10.2K	Hold	203	–	–	﹤0.01%	142
2022 Q2	$11.4K	Sell	203 -25	-11%	-$1.55K	﹤0.01%	157
2022 Q1	$15.7K	Hold	228	–	–	0.01%	152
2021 Q4	$12.3K	Hold	228	–	–	0.01%	172
2021 Q3	$10.9K	Sell	228 -69	-23%	-$4.21K	0.01%	173
2021 Q2	$19.3K	Hold	297	–	–	0.01%	105
2021 Q1	$18.4K	Buy	297 +69	+30%	+$4.44K	0.01%	102
2020 Q4	$13.3K	Hold	228	–	–	0.01%	104
2020 Q3	$10.5K	Hold	228	–	–	0.01%	111
2020 Q2	$10.1K	Hold	228	–	–	0.01%	101
2020 Q1	$7.45K	Hold	228	–	–	0.01%	101
2019 Q4	$11.1K	Buy	+228	New	+$10.4K	0.01%	113

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Halpern Financial's BHP Position: Q3 2024 in Review

Halpern Financial held its BHP (BHP) position steady in Q3 2024 at 203 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Halpern Financial first reported a position in BHP in Q4 2019 and has held it in 20 quarters since. The position peaked at $19.3K in Q2 2021. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Halpern Financial held 203 shares of BHP worth $12.7K as of Q3 2024.
Halpern Financial left its BHP share count unchanged in Q3 2024.
BHP made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #152 holding.
Halpern Financial first reported a position in BHP in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's BHP position peaked at $19.3K in Q2 2021.
664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.