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WorthPointe’s BHP BHP Stock Holding History

WorthPointe’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
-3,039
Closed -$208K – 69
2023
Q4 		$208K Buy
+3,039
New +$183K 0.11% 69

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WorthPointe's BHP Position: Q1 2024 in Review

WorthPointe sold out of BHP (BHP) in Q1 2024, closing a stake of 3,039 shares — an estimated $208K sold.

WorthPointe first reported a position in BHP in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • WorthPointe reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • WorthPointe sold 3,039 BHP shares in Q1 2024, an estimated $208K.
  • WorthPointe first reported a position in BHP in Q4 2023 and held it in 1 quarter.
  • WorthPointe's BHP position peaked at $208K in Q4 2023.
  • 685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on WorthPointe's 13F filing for Q1 2024, filed 14 May 2024.