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Straight Path Wealth Management’s BHP BHP Stock Holding History

Straight Path Wealth Management’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 		– Sell
-7,150
Closed -$408K – 100
2024
Q2 		$408K Buy
7,150
+100
+1% +$5.81K 0.21% 59
2024
Q1 		$407K Hold
7,050
– – 0.23% 57
2023
Q4 		$482K Buy
7,050
+50
+0.7% +$3.02K 0.28% 44
2023
Q3 		$398K Buy
+7,000
New +$409K 0.27% 48

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
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
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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Straight Path Wealth Management's BHP Position: Q3 2024 in Review

Straight Path Wealth Management sold out of BHP (BHP) in Q3 2024, closing a stake of 7,150 shares — an estimated $408K sold.

Straight Path Wealth Management first reported a position in BHP in Q3 2023 and held it in 4 quarters. The position peaked at $482K in Q4 2023. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Straight Path Wealth Management reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 7,150 BHP shares in Q3 2024, an estimated $408K.
  • Straight Path Wealth Management first reported a position in BHP in Q3 2023 and held it in 4 quarters.
  • Straight Path Wealth Management's BHP position peaked at $482K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Straight Path Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.