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Wambolt & Associates’s BHP BHP Stock Holding History

Wambolt & Associates’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
-48,654
Closed -$2.84M – 205
2024
Q1 		$2.84M Buy
48,654
+7,689
+19% +$460K 0.85% 33
2023
Q4 		$2.8M Buy
40,965
+4,528
+12% +$273K 0.91% 27
2023
Q3 		$2.04M Buy
36,437
+4,529
+14% +$265K 0.74% 35
2023
Q2 		$1.9M Buy
31,908
+1,388
+5% +$82.8K 0.68% 38
2023
Q1 		$1.92M Buy
30,520
+3,897
+15% +$251K 0.68% 38
2022
Q4 		$1.65M Buy
26,623
+3,101
+13% +$174K 0.63% 46
2022
Q3 		$1.18M Buy
23,522
+2,963
+14% +$157K 0.5% 73
2022
Q2 		$1.16M Buy
20,559
+2,962
+17% +$184K 0.46% 81
2022
Q1 		$1.25M Buy
17,597
+4
+0% +$243 0.45% 85
2021
Q4 		$947K Sell
17,593
-852
-5% -$42.6K 0.34% 105
2021
Q3 		$881K Buy
18,445
+2,276
+14% +$139K 0.35% 104
2021
Q2 		$1.04M Buy
16,169
+6,809
+73% +$450K 0.44% 82
2021
Q1 		$581K Buy
+9,360
New +$603K 0.3% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wambolt & Associates's BHP Position: Q2 2024 in Review

Wambolt & Associates sold out of BHP (BHP) in Q2 2024, closing a stake of 48,654 shares — an estimated $2.84M sold.

Wambolt & Associates first reported a position in BHP in Q1 2021 and held it in 13 quarters. The position peaked at $2.84M in Q1 2024. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Wambolt & Associates reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Wambolt & Associates sold 48,654 BHP shares in Q2 2024, an estimated $2.84M.
  • Wambolt & Associates first reported a position in BHP in Q1 2021 and held it in 13 quarters.
  • Wambolt & Associates's BHP position peaked at $2.84M in Q1 2024.
  • 659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Wambolt & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.