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IPG Investment Advisors’s BHP BHP Stock Holding History

IPG Investment 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
Q2 		– Sell
-45,185
Closed -$2.61M – 181
2024
Q1 		$2.61M Buy
+45,185
New +$2.7M 0.57% 42
2023
Q4 		– Sell
-110,307
Closed -$6.27M – 199
2023
Q3 		$6.27M Buy
+110,307
New +$6.45M 1.38% 21
2022
Q2 		– Sell
-3,800
Closed -$262K – 165
2022
Q1 		$262K Buy
+3,800
New +$231K 0.05% 132

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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 $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IPG Investment Advisors's BHP Position: Q2 2024 in Review

IPG Investment Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 45,185 shares — an estimated $2.61M sold.

IPG Investment Advisors first reported a position in BHP in Q1 2022 and held it in 3 quarters. The position peaked at $6.27M in Q3 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • IPG Investment Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 45,185 BHP shares in Q2 2024, an estimated $2.61M.
  • IPG Investment Advisors first reported a position in BHP in Q1 2022 and held it in 3 quarters.
  • IPG Investment Advisors's BHP position peaked at $6.27M in Q3 2023.
  • 658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on IPG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.