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Raymond James Financial Services Advisors’s BHP BHP Stock Holding History

Raymond James Financial Services 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
Q3 		$4.08M Sell
65,659
-7,162
-10% -$396K 0.01% 1340
2024
Q2 		$4.16M Buy
72,821
+6,339
+10% +$368K 0.01% 1257
2024
Q1 		$3.84M Buy
66,482
+35
+0.1% +$2.1K 0.01% 1293
2023
Q4 		$4.54M Sell
66,447
-5,247
-7% -$317K 0.01% 1132
2023
Q3 		$4.08M Sell
71,694
-1,674
-2% -$97.9K 0.01% 1115
2023
Q2 		$4.38M Sell
73,368
-4,333
-6% -$258K 0.01% 1092
2023
Q1 		$4.93M Buy
77,701
+15,717
+25% +$1.01M 0.01% 1009
2022
Q4 		$3.85M Buy
61,984
+5,871
+10% +$330K 0.01% 1097
2022
Q3 		$2.81M Sell
56,113
-758
-1% -$40.1K 0.01% 1241
2022
Q2 		$3.19M Sell
56,871
-23,135
-29% -$1.44M 0.01% 1174
2022
Q1 		$5.51M Buy
80,006
+48,091
+151% +$2.92M 0.01% 949
2021
Q4 		$1.72M Sell
31,915
-17,465
-35% -$873K ﹤0.01% 1642
2021
Q3 		$2.36M Buy
49,380
+5,391
+12% +$329K ﹤0.01% 1391
2021
Q2 		$2.86M Buy
43,989
+7,160
+19% +$473K 0.01% 1273
2021
Q1 		$2.28M Buy
36,829
+768
+2% +$49.4K 0.01% 1326
2020
Q4 		$2.1M Buy
36,061
+3,744
+12% +$188K 0.01% 1264
2020
Q3 		$1.49M Sell
32,317
-1,019
-3% -$49K ﹤0.01% 1310
2020
Q2 		$1.48M Sell
33,336
-15,662
-32% -$613K ﹤0.01% 1260
2020
Q1 		$1.6M Buy
48,998
+1,515
+3% +$63.2K 0.01% 994
2019
Q4 		$2.32M Buy
47,483
+11,587
+32% +$526K 0.01% 1097
2019
Q3 		$1.58M Buy
35,896
+62
+0.2% +$2.9K 0.01% 1232
2019
Q2 		$1.86M Sell
35,834
-8,624
-19% -$417K 0.01% 1150
2019
Q1 		$2.17M Sell
44,458
-14,419
-24% -$657K 0.01% 1023
2018
Q4 		$2.54M Buy
58,877
+4,049
+7% +$170K 0.01% 779
2018
Q3 		$2.44M Sell
54,828
-18,207
-25% -$789K 0.01% 956
2018
Q2 		$3.26M Buy
73,035
+422
+0.6% +$18.3K 0.02% 784
2018
Q1 		$2.88M Buy
72,613
+10,988
+18% +$462K 0.02% 782
2017
Q4 		$2.53M Buy
61,625
+5,986
+11% +$225K 0.02% 810
2017
Q3 		$2.01M Buy
55,639
+9,854
+22% +$360K 0.01% 921
2017
Q2 		$1.45M Buy
45,785
+3,756
+9% +$119K 0.01% 1032
2017
Q1 		$1.36M Buy
42,029
+2,105
+5% +$72.7K 0.01% 1003
2016
Q4 		$1.27M Buy
39,924
+548
+1% +$17.7K 0.01% 987
2016
Q3 		$1.22M Buy
39,376
+51
+0.1% +$1.4K 0.01% 993
2016
Q2 		$1M Buy
39,325
+8,497
+28% +$212K 0.01% 1037
2016
Q1 		$712K Buy
30,828
+12,791
+71% +$271K 0.01% 1087
2015
Q4 		$415K Sell
18,037
-3,927
-18% -$105K ﹤0.01% 1288
2015
Q3 		$620K Buy
21,964
+2,725
+14% +$88.5K 0.01% 953
2015
Q2 		$699K Sell
19,239
-10,554
-35% -$426K 0.05% 405
2015
Q1 		$1.17M Buy
29,793
+15,369
+107% +$624K 0.06% 321
2014
Q4 		$577K Buy
14,424
+974
+7% +$44.9K 0.03% 440
2014
Q3 		$670K Buy
13,450
+14
+0.1% +$814 0.04% 417
2014
Q2 		$778K Buy
13,436
+1,419
+12% +$83.4K 0.05% 371
2014
Q1 		$689K Hold
12,017
– – 0.04% 398
2013
Q4 		$693K Sell
12,017
-733
-6% -$42.4K 0.04% 380
2013
Q3 		$717K Sell
12,750
-12,963
-50% -$705K 0.05% 359
2013
Q2 		$1.25M Buy
+25,713
New +$1.43M 0.04% 541

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 $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 $6.73T AUM 46.02% 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 $2.85B AUM 55.09% 1-Year Est. Return

Raymond James Financial Services Advisors's BHP Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its BHP (BHP) stake by 9.8% in Q3 2024, selling an estimated $396K and leaving 65,659 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #1340.

Raymond James Financial Services Advisors first reported a position in BHP in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.51M in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Raymond James Financial Services Advisors held 65,659 shares of BHP worth $4.08M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 7,162 BHP shares in Q3 2024, an estimated $396K.
  • BHP made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1340 holding.
  • Raymond James Financial Services Advisors first reported a position in BHP in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Financial Services Advisors's BHP position peaked at $5.51M in Q1 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.