Avantax Advisory Services’s Baker Hughes BKR Stock Holding History

Avantax Advisory Services’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	$1.06M	Buy	27,588 +1,376	+5%	+$51.9K	0.01%	1136
2025 Q1	$1.15M	Buy	26,212 +3,816	+17%	+$170K	0.01%	1015
2024 Q4	$919K	Buy	22,396 +6,194	+38%	+$250K	0.01%	1079
2024 Q3	$586K	Buy	16,202 +4,646	+40%	+$163K	﹤0.01%	1313
2024 Q2	$406K	Buy	+11,556	New	+$379K	﹤0.01%	1501
2021 Q3	–	Sell	-12,298	Closed	-$282K	–	1183
2021 Q2	$282K	Buy	12,298 +426	+4%	+$9.83K	0.01%	930
2021 Q1	$257K	Buy	11,872 +50	+0.4%	+$1.14K	0.01%	874
2020 Q4	$247K	Sell	11,822 -1,371	-10%	-$24.1K	0.01%	809
2020 Q3	$173K	Buy	13,193 +1,417	+12%	+$21.7K	﹤0.01%	1251
2020 Q2	$181K	Buy	11,776 +30	+0.3%	+$439	0.01%	799
2020 Q1	$123K	Buy	+11,746	New	+$221K	﹤0.01%	752

Other funds holding BKR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Avantax Advisory Services's BKR Position: Q2 2025 in Review

Avantax Advisory Services increased its Baker Hughes (BKR) stake by 5.2% in Q2 2025, buying an estimated $51.9K and bringing the position to 27,588 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1136.

Avantax Advisory Services first reported a position in BKR in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2025. 882 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Avantax Advisory Services held 27,588 shares of Baker Hughes worth $1.06M as of Q2 2025.
Avantax Advisory Services bought 1,376 Baker Hughes shares in Q2 2025, an estimated $51.9K.
Baker Hughes made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1136 holding.
Avantax Advisory Services first reported a position in Baker Hughes in Q1 2020 and has held it in 11 quarters since.
Avantax Advisory Services's Baker Hughes position peaked at $1.15M in Q1 2025.
882 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.