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Amplius Wealth Advisors’s Baker Hughes BKR Stock Holding History

Amplius Wealth Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,954
Closed -$253K – 178
2022
Q1 		$253K Sell
6,954
-2,451
-26% -$74.4K 0.04% 151
2021
Q4 		$226K Buy
+9,405
New +$232K 0.03% 174

Other funds holding BKR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's BKR Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of Baker Hughes (BKR) in Q2 2022, closing a stake of 6,954 shares — an estimated $253K sold.

Amplius Wealth Advisors first reported a position in BKR in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 661 funds tracked by Wall St. Rank hold BKR as of Q2 2022.

  • Amplius Wealth Advisors reported no remaining Baker Hughes position as of Q2 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6,954 Baker Hughes shares in Q2 2022, an estimated $253K.
  • Amplius Wealth Advisors first reported a position in Baker Hughes in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Baker Hughes position peaked at $253K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.