PWM
BHP icon

Perigon Wealth Management’s BHP BHP Stock Holding History

Perigon 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
Q3 		– Sell
-10,426
Closed -$595K – 995
2024
Q2 		$595K Buy
10,426
+2,544
+32% +$148K 0.02% 490
2024
Q1 		$455K Buy
7,882
+95
+1% +$5.69K 0.01% 561
2023
Q4 		$532K Buy
7,787
+725
+10% +$43.8K 0.02% 478
2023
Q3 		$402K Buy
7,062
+2,757
+64% +$161K 0.02% 500
2023
Q2 		$257K Buy
+4,305
New +$257K 0.01% 663
2023
Q1 		– Sell
-12,359
Closed -$767K – 703
2022
Q4 		$767K Sell
12,359
-1,624
-12% -$91.3K 0.05% 320
2022
Q3 		$700K Sell
13,983
-275
-2% -$14.6K 0.06% 265
2022
Q2 		$801K Buy
14,258
+619
+5% +$38.4K 0.07% 246
2022
Q1 		$940K Buy
13,639
+8,673
+175% +$527K 0.07% 241
2021
Q4 		$267K Sell
4,966
-13,997
-74% -$700K 0.02% 476
2021
Q3 		$905K Buy
+18,963
New +$1.16M 0.08% 213
2021
Q1 		– Sell
-445
Closed -$26K – 545
2020
Q4 		$26K Buy
+445
New +$22.3K ﹤0.01% 946
2017
Q1 		– Sell
-1,451
Closed -$51K – 622
2016
Q4 		$51K Hold
1,451
– – 0.01% 358
2016
Q3 		$45K Buy
+1,451
New +$39.8K 0.01% 322

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Perigon Wealth Management's BHP Position: Q3 2024 in Review

Perigon Wealth Management sold out of BHP (BHP) in Q3 2024, closing a stake of 10,426 shares — an estimated $595K sold.

Perigon Wealth Management first reported a position in BHP in Q3 2016 and held it in 14 quarters. The position peaked at $940K in Q1 2022. 663 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Perigon Wealth Management reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,426 BHP shares in Q3 2024, an estimated $595K.
  • Perigon Wealth Management first reported a position in BHP in Q3 2016 and held it in 14 quarters.
  • Perigon Wealth Management's BHP position peaked at $940K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.