Waldron Private Wealth’s BHP BHP Stock Holding History

Waldron Private Wealth’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	-3,297	Closed	-$225K	–	435
2023 Q4	$225K	Buy	+3,297	New	+$199K	0.01%	365

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Waldron Private Wealth's BHP Position: Q1 2024 in Review

Waldron Private Wealth sold out of BHP (BHP) in Q1 2024, closing a stake of 3,297 shares — an estimated $225K sold.

Waldron Private Wealth first reported a position in BHP in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Waldron Private Wealth reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Waldron Private Wealth sold 3,297 BHP shares in Q1 2024, an estimated $225K.
Waldron Private Wealth first reported a position in BHP in Q4 2023 and held it in 1 quarter.
Waldron Private Wealth's BHP position peaked at $225K in Q4 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.