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Trivant Custom Portfolio Group’s BHP BHP Stock Holding History

Trivant Custom Portfolio Group’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
-26,683
Closed -$1.52M – 177
2024
Q2 		$1.52M Sell
26,683
-16,749
-39% -$973K 0.94% 37
2024
Q1 		$2.51M Buy
43,432
+28
+0.1% +$1.68K 1.59% 33
2023
Q4 		$2.96M Sell
43,404
-726
-2% -$43.8K 1.98% 20
2023
Q3 		$2.51M Buy
44,130
+735
+2% +$43K 1.85% 23
2023
Q2 		$2.59M Sell
43,395
-42
-0.1% -$2.5K 1.83% 23
2023
Q1 		$2.75M Buy
+43,437
New +$2.8M 1.97% 16

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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return