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Kingswood Wealth Advisors’s BHP BHP Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-4,171
Closed -$204K – 733
2024
Q4 		$204K Buy
4,171
+551
+15% +$30K 0.02% 731
2024
Q3 		$225K Buy
3,620
+2
+0.1% +$110 0.02% 643
2024
Q2 		$207K Buy
3,618
+144
+4% +$8.37K 0.02% 628
2024
Q1 		$200K Sell
3,474
-3,795
-52% -$227K 0.02% 578
2023
Q4 		$497K Buy
7,269
+2,820
+63% +$170K 0.06% 346
2023
Q3 		$253K Buy
+4,449
New +$260K 0.04% 350

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's BHP Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of BHP (BHP) in Q1 2025, closing a stake of 4,171 shares — an estimated $204K sold.

Kingswood Wealth Advisors first reported a position in BHP in Q3 2023 and held it in 6 quarters. The position peaked at $497K in Q4 2023. 623 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,171 BHP shares in Q1 2025, an estimated $204K.
  • Kingswood Wealth Advisors first reported a position in BHP in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's BHP position peaked at $497K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.