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Geller Advisors’s Baker Hughes BKR Stock Holding History

Geller Advisors’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
Q3 		– Sell
-7,694
Closed -$271K – 262
2024
Q2 		$271K Buy
7,694
+68
+0.9% +$2.23K 0.02% 222
2024
Q1 		$255K Buy
7,626
+34
+0.4% +$1.05K 0.02% 231
2023
Q4 		$259K Buy
7,592
+12
+0.2% +$409 0.03% 220
2023
Q3 		$268K Sell
7,580
-8
-0.1% -$283 0.03% 204
2023
Q2 		$240K Buy
+7,588
New +$221K 0.03% 220
2022
Q2 		– Sell
-5,846
Closed -$213K – 138
2022
Q1 		$213K Sell
5,846
-4,764
-45% -$145K 0.04% 157
2021
Q4 		$255K Sell
10,610
-30
-0.3% -$741 0.05% 133
2021
Q3 		$263K Sell
10,640
-453
-4% -$10.1K 0.06% 119
2021
Q2 		$254K Buy
11,093
+115
+1% +$2.65K 0.06% 111
2021
Q1 		$237K Buy
10,978
+3,653
+50% +$83.2K 0.06% 107
2020
Q4 		$207K Buy
+7,325
New +$129K 0.05% 111

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's BKR Position: Q3 2024 in Review

Geller Advisors sold out of Baker Hughes (BKR) in Q3 2024, closing a stake of 7,694 shares — an estimated $271K sold.

Geller Advisors first reported a position in BKR in Q4 2020 and held it in 11 quarters. The position peaked at $271K in Q2 2024. 784 funds tracked by Wall St. Rank hold BKR as of Q3 2024.

  • Geller Advisors reported no remaining Baker Hughes position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 7,694 Baker Hughes shares in Q3 2024, an estimated $271K.
  • Geller Advisors first reported a position in Baker Hughes in Q4 2020 and held it in 11 quarters.
  • Geller Advisors's Baker Hughes position peaked at $271K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.