JWM
BHP icon

Janiczek Wealth Management’s BHP BHP Stock Holding History

Janiczek 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
Q2 		$75.9K Sell
1,330
-276
-17% -$16K 0.02% 338
2024
Q1 		$92.7K Buy
1,606
+416
+35% +$24.9K 0.02% 305
2023
Q4 		$81.3K Buy
1,190
+63
+6% +$3.8K 0.02% 307
2023
Q3 		$64.1K Buy
1,127
+149
+15% +$8.71K 0.02% 329
2023
Q2 		$58.4K Buy
978
+54
+6% +$3.22K 0.02% 300
2023
Q1 		$56.9K Buy
924
+201
+28% +$13K 0.02% 299
2022
Q4 		$49.9K Sell
723
-1,069
-60% -$60.1K 0.01% 320
2022
Q3 		$92K Buy
1,792
+1,118
+166% +$59.2K 0.03% 213
2022
Q2 		$37K Sell
674
-1,039
-61% -$64.5K 0.01% 350
2022
Q1 		$118K Buy
1,713
+261
+18% +$15.9K 0.03% 181
2021
Q4 		$78K Buy
1,452
+1,190
+454% +$59.5K 0.02% 228
2021
Q3 		$13K Buy
262
+195
+291% +$11.9K ﹤0.01% 525
2021
Q2 		$4K Sell
67
-31
-32% -$2.05K ﹤0.01% 683
2021
Q1 		$6K Buy
98
+61
+165% +$3.93K ﹤0.01% 603
2020
Q4 		$2K Buy
37
+17
+85% +$852 ﹤0.01% 669
2020
Q3 		$1K Sell
20
-21
-51% -$1.01K ﹤0.01% 546
2020
Q2 		$2K Buy
+41
New +$1.6K ﹤0.01% 272
2018
Q4 		– Sell
-4,484
Closed -$199K – 165
2018
Q3 		$199K Hold
4,484
– – 0.1% 41
2018
Q2 		$200K Buy
+4,484
New +$194K 0.11% 36
2017
Q1 		– Sell
-4,484
Closed -$143K – 34
2016
Q4 		$143K Buy
+4,484
New +$145K 0.06% 34

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Janiczek Wealth Management's BHP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its BHP (BHP) stake by 17% in Q2 2024, selling an estimated $16K and leaving 1,330 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #338.

Janiczek Wealth Management first reported a position in BHP in Q4 2016 and has held it in 20 quarters since. The position peaked at $200K in Q2 2018. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Janiczek Wealth Management held 1,330 shares of BHP worth $75.9K as of Q2 2024.
  • Janiczek Wealth Management sold 276 BHP shares in Q2 2024, an estimated $16K.
  • BHP made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #338 holding.
  • Janiczek Wealth Management first reported a position in BHP in Q4 2016 and has held it in 20 quarters since.
  • Janiczek Wealth Management's BHP position peaked at $200K in Q2 2018.
  • 659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.