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SYSTM Wealth Solutions’s BHP BHP Stock Holding History

SYSTM Wealth Solutions’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
-1,091
Closed -$62.3K – 153
2024
Q2 		$62.3K Hold
1,091
– – 0.01% 267
2024
Q1 		$62.9K Buy
1,091
+274
+34% +$16.4K 0.01% 548
2023
Q4 		$55.8K Buy
+817
New +$49.3K 0.01% 563

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
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 $5.72T AUM 30.48% 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 $2.68B AUM 76.4% 1-Year Est. Return

SYSTM Wealth Solutions's BHP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of BHP (BHP) in Q3 2024, closing a stake of 1,091 shares — an estimated $62.3K sold.

SYSTM Wealth Solutions first reported a position in BHP in Q4 2023 and held it in 3 quarters. The position peaked at $62.9K in Q1 2024. 663 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,091 BHP shares in Q3 2024, an estimated $62.3K.
  • SYSTM Wealth Solutions first reported a position in BHP in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's BHP position peaked at $62.9K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.