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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Realta Investment Advisors's BHP Position: Q1 2024 in Review

Realta Investment Advisors sold out of BHP (BHP) in Q1 2024, closing a stake of 3,156 shares — an estimated $216K sold.

Realta Investment Advisors first reported a position in BHP in Q1 2019 and held it in 8 quarters. The position peaked at $263K in Q2 2023. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Realta Investment Advisors reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,156 BHP shares in Q1 2024, an estimated $216K.
  • Realta Investment Advisors first reported a position in BHP in Q1 2019 and held it in 8 quarters.
  • Realta Investment Advisors's BHP position peaked at $263K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Realta Investment Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.