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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Tyler-Stone Wealth Management's BHP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of BHP (BHP) in Q3 2024, closing a stake of 785 shares — an estimated $44.8K sold.

Tyler-Stone Wealth Management first reported a position in BHP in Q4 2021 and held it in 10 quarters. The position peaked at $53K in Q1 2022. 665 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 785 BHP shares in Q3 2024, an estimated $44.8K.
  • Tyler-Stone Wealth Management first reported a position in BHP in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's BHP position peaked at $53K in Q1 2022.
  • 665 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.