Pacific Capital Wealth Advisors’s BHP BHP Stock Holding History

Pacific Capital 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
2024 Q2	–	Sell	-48	Closed	-$2.77K	–	559
2024 Q1	$2.77K	Buy	+48	New	+$2.87K	﹤0.01%	397

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Pacific Capital Wealth Advisors's BHP Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 48 shares — an estimated $2.77K sold.

Pacific Capital Wealth Advisors first reported a position in BHP in Q1 2024 and held it in 1 quarter. The position peaked at $2.77K in Q1 2024. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Pacific Capital Wealth Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 48 BHP shares in Q2 2024, an estimated $2.77K.
Pacific Capital Wealth Advisors first reported a position in BHP in Q1 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's BHP position peaked at $2.77K in Q1 2024.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.