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WR Wealth Planners’s BHP BHP Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-125
Closed -$7.76K – 1115
2024
Q3 		$7.76K Hold
125
– – ﹤0.01% 667
2024
Q2 		$7.14K Hold
125
– – ﹤0.01% 656
2024
Q1 		$7.21K Buy
+125
New +$7.48K ﹤0.01% 657
2023
Q2 		– Sell
-4
Closed -$254 – 909
2023
Q1 		$254 Buy
+4
New +$258 ﹤0.01% 882

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's BHP Position: Q4 2024 in Review

WR Wealth Planners sold out of BHP (BHP) in Q4 2024, closing a stake of 125 shares — an estimated $7.76K sold.

WR Wealth Planners first reported a position in BHP in Q1 2023 and held it in 4 quarters. The position peaked at $7.76K in Q3 2024. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • WR Wealth Planners reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 125 BHP shares in Q4 2024, an estimated $7.76K.
  • WR Wealth Planners first reported a position in BHP in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's BHP position peaked at $7.76K in Q3 2024.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.