Avantax Planning Partners’s Baker Hughes BKR Stock Holding History

Avantax Planning Partners’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
2021 Q2	–	Sell	-9,520	Closed	-$206K	–	330
2021 Q1	$206K	Buy	+9,520	New	+$217K	0.01%	290
2018 Q4	–	Sell	-1,093	Closed	-$37K	–	388
2018 Q3	$37K	Buy	+1,093	New	+$36.2K	﹤0.01%	551
2018 Q2	–	Sell	-1,115	Closed	-$31K	–	385
2018 Q1	$31K	Buy	+1,115	New	+$34.1K	﹤0.01%	633

Other funds holding BKR

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's BKR Position: Q2 2021 in Review

Avantax Planning Partners sold out of Baker Hughes (BKR) in Q2 2021, closing a stake of 9,520 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in BKR in Q1 2018 and held it in 3 quarters. The position peaked at $206K in Q1 2021. 549 funds tracked by Wall St. Rank hold BKR as of Q2 2021.

Avantax Planning Partners reported no remaining Baker Hughes position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 9,520 Baker Hughes shares in Q2 2021, an estimated $206K.
Avantax Planning Partners first reported a position in Baker Hughes in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Baker Hughes position peaked at $206K in Q1 2021.
549 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.