RIA
BHP icon

Realta Investment Advisors’s BHP BHP Stock Holding History

Realta Investment 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
Q1 		– Sell
-3,156
Closed -$216K – 805
2023
Q4 		$216K Sell
3,156
-649
-17% -$39.2K 0.05% 391
2023
Q3 		$227K Sell
3,805
-600
-14% -$35.1K 0.05% 357
2023
Q2 		$263K Buy
+4,405
New +$263K 0.06% 337
2022
Q2 		– Sell
-3,030
Closed -$209K – 396
2022
Q1 		$209K Buy
+3,030
New +$184K 0.04% 385
2020
Q1 		– Sell
-673
Closed -$30K – 408
2019
Q4 		$30K Hold
673
– – 0.01% 802
2019
Q3 		$30K Buy
673
+28
+4% +$1.31K 0.01% 796
2019
Q2 		$34K Buy
645
+84
+15% +$4.06K 0.01% 767
2019
Q1 		$27K Buy
+561
New +$25.6K 0.01% 686

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return