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Tyler-Stone Wealth Management’s BHP BHP Stock Holding History

Tyler-Stone 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
-785
Closed -$44.8K – 369
2024
Q2 		$44.8K Hold
785
– – 0.02% 391
2024
Q1 		$45.3K Buy
785
+18
+2% +$1.08K 0.02% 378
2023
Q4 		$52.4K Hold
767
– – 0.03% 350
2023
Q3 		$44K Buy
767
+20
+3% +$1.17K 0.03% 356
2023
Q2 		$45K Buy
+747
New +$44.5K 0.03% 354
2022
Q4 		$50K Hold
802
– – 0.03% 320
2022
Q3 		$40K Buy
802
+44
+6% +$2.33K 0.03% 331
2022
Q2 		$43K Sell
758
-8
-1% -$497 0.03% 338
2022
Q1 		$53K Buy
766
+28
+4% +$1.7K 0.03% 334
2021
Q4 		$40K Buy
+738
New +$36.9K 0.02% 385

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