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Elevatus Welath Management’s Baker Hughes BKR Stock Holding History

Elevatus Welath 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
Q4 		– Sell
-162,709
Closed -$5.75M – 96
2023
Q3 		$5.75M Buy
+162,709
New +$5.76M 5.19% 5

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Elevatus Welath Management's BKR Position: Q4 2023 in Review

Elevatus Welath Management sold out of Baker Hughes (BKR) in Q4 2023, closing a stake of 162,709 shares — an estimated $5.75M sold.

Elevatus Welath Management first reported a position in BKR in Q3 2023 and held it in 1 quarter. The position peaked at $5.75M in Q3 2023. 767 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

  • Elevatus Welath Management reported no remaining Baker Hughes position as of Q4 2023 after selling out during the quarter.
  • Elevatus Welath Management sold 162,709 Baker Hughes shares in Q4 2023, an estimated $5.75M.
  • Elevatus Welath Management first reported a position in Baker Hughes in Q3 2023 and held it in 1 quarter.
  • Elevatus Welath Management's Baker Hughes position peaked at $5.75M in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Elevatus Welath Management's 13F filing for Q4 2023, filed 12 Feb 2024.