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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return