Atria Wealth Solutions’s Baker Hughes BKR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-11,568	Closed	-$508K	–	1505
2025 Q1	$508K	Buy	+11,568	New	+$516K	0.01%	1193
2024 Q2	–	Sell	-16,856	Closed	-$565K	–	1938
2024 Q1	$565K	Sell	16,856 -2,442	-13%	-$75.3K	0.01%	1208
2023 Q4	$660K	Buy	19,298 +1,130	+6%	+$38.5K	0.01%	1070
2023 Q3	$642K	Buy	18,168 +6,377	+54%	+$226K	0.01%	1018
2023 Q2	$373K	Buy	+11,791	New	+$344K	0.01%	1313

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's BKR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 11,568 shares — an estimated $508K sold.

Atria Wealth Solutions first reported a position in BKR in Q2 2023 and held it in 5 quarters. The position peaked at $660K in Q4 2023. 883 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Atria Wealth Solutions reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,568 Baker Hughes shares in Q2 2025, an estimated $508K.
Atria Wealth Solutions first reported a position in Baker Hughes in Q2 2023 and held it in 5 quarters.
Atria Wealth Solutions's Baker Hughes position peaked at $660K in Q4 2023.
883 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.