BerganKDV Wealth Management’s Baker Hughes BKR Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$1.23K	Hold	39	–	–	﹤0.01%	734
2023 Q1	$1.13K	Hold	39	–	–	﹤0.01%	890
2022 Q4	$1.15K	Hold	39	–	–	﹤0.01%	865
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	862
2022 Q2	$1K	Hold	39	–	–	﹤0.01%	878
2022 Q1	$1K	Hold	39	–	–	﹤0.01%	903
2021 Q4	$1K	Hold	39	–	–	﹤0.01%	963
2021 Q3	$1K	Hold	39	–	–	﹤0.01%	942
2021 Q2	$1K	Hold	39	–	–	﹤0.01%	884
2021 Q1	$1K	Hold	39	–	–	﹤0.01%	835
2020 Q4	$1K	Hold	39	–	–	﹤0.01%	831
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	765
2020 Q2	$1K	Buy	+39	New	+$570	﹤0.01%	825

Other funds holding BKR

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BerganKDV Wealth Management's BKR Position: Q2 2023 in Review

BerganKDV Wealth Management held its Baker Hughes (BKR) position steady in Q2 2023 at 39 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

BerganKDV Wealth Management first reported a position in BKR in Q2 2020 and has held it in 13 quarters since. 672 funds tracked by Wall St. Rank hold BKR as of Q2 2023.

BerganKDV Wealth Management held 39 shares of Baker Hughes worth $1.23K as of Q2 2023.
BerganKDV Wealth Management left its Baker Hughes share count unchanged in Q2 2023.
Baker Hughes made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #734 holding.
BerganKDV Wealth Management first reported a position in Baker Hughes in Q2 2020 and has held it in 13 quarters since.
672 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.