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Sage Mountain Advisors’s BHP BHP Stock Holding History

Sage Mountain 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
Q2 		– Sell
-5,236
Closed -$302K – 423
2024
Q1 		$302K Buy
5,236
+1,543
+42% +$92.3K 0.03% 238
2023
Q4 		$252K Buy
+3,693
New +$223K 0.03% 226
2023
Q2 		– Sell
-3,580
Closed -$227K – 358
2023
Q1 		$227K Buy
+3,580
New +$231K 0.04% 208

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sage Mountain Advisors's BHP Position: Q2 2024 in Review

Sage Mountain Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 5,236 shares — an estimated $302K sold.

Sage Mountain Advisors first reported a position in BHP in Q1 2023 and held it in 3 quarters. The position peaked at $302K in Q1 2024. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Sage Mountain Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,236 BHP shares in Q2 2024, an estimated $302K.
  • Sage Mountain Advisors first reported a position in BHP in Q1 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's BHP position peaked at $302K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.