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TruWealth Advisors’s BHP BHP Stock Holding History

TruWealth 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
-7,254
Closed -$418K – 161
2024
Q1 		$418K Buy
7,254
+360
+5% +$21.5K 0.03% 109
2023
Q4 		$471K Buy
6,894
+477
+7% +$28.8K 0.04% 94
2023
Q3 		$365K Buy
6,417
+1,634
+34% +$95.5K 0.03% 99
2023
Q2 		$285K Sell
4,783
-827
-15% -$49.3K 0.02% 121
2023
Q1 		$356K Buy
+5,610
New +$362K 0.03% 102

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

TruWealth Advisors's BHP Position: Q2 2024 in Review

TruWealth Advisors sold out of BHP (BHP) in Q2 2024, closing a stake of 7,254 shares — an estimated $418K sold.

TruWealth Advisors first reported a position in BHP in Q1 2023 and held it in 5 quarters. The position peaked at $471K in Q4 2023. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • TruWealth Advisors reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • TruWealth Advisors sold 7,254 BHP shares in Q2 2024, an estimated $418K.
  • TruWealth Advisors first reported a position in BHP in Q1 2023 and held it in 5 quarters.
  • TruWealth Advisors's BHP position peaked at $471K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on TruWealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.