Whalen Wealth Management’s BHP BHP Stock Holding History

Whalen 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 Q2	–	Sell	-3,905	Closed	-$225K	–	104
2024 Q1	$225K	Buy	+3,905	New	+$234K	0.17%	103

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Whalen Wealth Management's BHP Position: Q2 2024 in Review

Whalen Wealth Management sold out of BHP (BHP) in Q2 2024, closing a stake of 3,905 shares — an estimated $225K sold.

Whalen Wealth Management first reported a position in BHP in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Whalen Wealth Management reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Whalen Wealth Management sold 3,905 BHP shares in Q2 2024, an estimated $225K.
Whalen Wealth Management first reported a position in BHP in Q1 2024 and held it in 1 quarter.
Whalen Wealth Management's BHP position peaked at $225K in Q1 2024.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.