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Planned Solutions’s BHP BHP Stock Holding History

Planned Solutions’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
Q4 		– Sell
-3,371
Closed -$209K – 166
2024
Q3 		$209K Buy
+3,371
New +$186K 0.08% 108
2024
Q1 		– Sell
-2,576
Closed -$176K – 138
2023
Q4 		$176K Buy
+2,576
New +$155K 0.08% 100

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Planned Solutions's BHP Position: Q4 2024 in Review

Planned Solutions sold out of BHP (BHP) in Q4 2024, closing a stake of 3,371 shares — an estimated $209K sold.

Planned Solutions first reported a position in BHP in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Planned Solutions reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,371 BHP shares in Q4 2024, an estimated $209K.
  • Planned Solutions first reported a position in BHP in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's BHP position peaked at $209K in Q3 2024.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.