Tradition Wealth Management’s BHP BHP Stock Holding History

Tradition 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 Q1	–	Sell	-473	Closed	-$32K	–	461
2023 Q4	$32K	Hold	473	–	–	﹤0.01%	727
2023 Q3	$27K	Sell	473 -49	-9%	-$2.86K	﹤0.01%	762
2023 Q2	$31K	Buy	522 +303	+138%	+$18.1K	﹤0.01%	751
2023 Q1	$14K	Buy	219 +55	+34%	+$3.55K	﹤0.01%	904
2022 Q4	$10K	Hold	164	–	–	﹤0.01%	902
2022 Q3	$8K	Buy	+164	New	+$8.68K	﹤0.01%	962

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tradition Wealth Management's BHP Position: Q1 2024 in Review

Tradition Wealth Management sold out of BHP (BHP) in Q1 2024, closing a stake of 473 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in BHP in Q3 2022 and held it in 6 quarters. The position peaked at $32K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Tradition Wealth Management reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 473 BHP shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in BHP in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's BHP position peaked at $32K in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.