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Cassady Schiller Wealth Management’s Baker Hughes BKR Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.46K Buy
+60
New +$2.42K ﹤0.01% 535
2022
Q1 		– Sell
-18
Closed – – 166
2021
Q4 		$0 Buy
+18
New +$444 ﹤0.01% 554

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cassady Schiller Wealth Management's BKR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Baker Hughes (BKR) in Q4 2024: 60 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BKR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in BKR in Q4 2021 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold BKR as of Q4 2024.

  • Cassady Schiller Wealth Management held 60 shares of Baker Hughes worth $2.46K as of Q4 2024.
  • Baker Hughes was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Baker Hughes made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #535 holding.
  • Cassady Schiller Wealth Management first reported a position in Baker Hughes in Q4 2021 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.