Wealth Quarterback’s BHP BHP Stock Holding History

Wealth Quarterback’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	-4,449	Closed	-$254K	–	134
2024 Q2	$254K	Buy	+4,449	New	+$259K	0.14%	96
2024 Q1	–	Sell	-3,020	Closed	-$206K	–	121
2023 Q4	$206K	Buy	+3,020	New	+$182K	0.13%	110

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealth Quarterback's BHP Position: Q3 2024 in Review

Wealth Quarterback sold out of BHP (BHP) in Q3 2024, closing a stake of 4,449 shares — an estimated $254K sold.

Wealth Quarterback first reported a position in BHP in Q4 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Wealth Quarterback reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
Wealth Quarterback sold 4,449 BHP shares in Q3 2024, an estimated $254K.
Wealth Quarterback first reported a position in BHP in Q4 2023 and held it in 2 quarters.
Wealth Quarterback's BHP position peaked at $254K in Q2 2024.
664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Wealth Quarterback's 13F filing for Q3 2024, filed 1 Nov 2024.