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Connectus Wealth’s Baker Hughes BKR Stock Holding History

Connectus Wealth’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
Q1 		$4.72M Buy
140,681
+44,380
+46% +$1.37M 0.13% 126
2023
Q4 		$3.29M Buy
+96,301
New +$3.28M 0.07% 204

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connectus Wealth's BKR Position: Q1 2024 in Review

Connectus Wealth increased its Baker Hughes (BKR) stake by 46% in Q1 2024, buying an estimated $1.37M and bringing the position to 140,681 shares worth $4.72M. The position accounts for 0.13% of the portfolio, ranked #126.

Connectus Wealth first reported a position in BKR in Q4 2023 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold BKR as of Q1 2024.

  • Connectus Wealth held 140,681 shares of Baker Hughes worth $4.72M as of Q1 2024.
  • Connectus Wealth bought 44,380 Baker Hughes shares in Q1 2024, an estimated $1.37M.
  • Baker Hughes made up 0.13% of Connectus Wealth's portfolio in Q1 2024, its #126 holding.
  • Connectus Wealth first reported a position in Baker Hughes in Q4 2023 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.