Delap Wealth Advisory’s Baker Hughes BKR Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-11,441	Closed	-$383K	–	141
2024 Q1	$383K	Buy	+11,441	New	+$353K	0.15%	107

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Delap Wealth Advisory's BKR Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Baker Hughes (BKR) in Q2 2024, closing a stake of 11,441 shares — an estimated $383K sold.

Delap Wealth Advisory first reported a position in BKR in Q1 2024 and held it in 1 quarter. The position peaked at $383K in Q1 2024. 756 funds tracked by Wall St. Rank hold BKR as of Q2 2024.

Delap Wealth Advisory reported no remaining Baker Hughes position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 11,441 Baker Hughes shares in Q2 2024, an estimated $383K.
Delap Wealth Advisory first reported a position in Baker Hughes in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Baker Hughes position peaked at $383K in Q1 2024.
756 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.