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Herold Advisors’s Baker Hughes BKR Stock Holding History

Herold 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
2022
Q2 		– Sell
-2,000
Closed -$72.8K – 243
2022
Q1 		$72.8K Buy
+2,000
New +$60.7K 0.03% 319
2021
Q4 		– Sell
-2,000
Closed -$49K – 249
2021
Q3 		$49K Buy
+2,000
New +$44.5K 0.02% 379

Other funds holding BKR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Herold Advisors's BKR Position: Q2 2022 in Review

Herold Advisors sold out of Baker Hughes (BKR) in Q2 2022, closing a stake of 2,000 shares — an estimated $72.8K sold.

Herold Advisors first reported a position in BKR in Q3 2021 and held it in 2 quarters. The position peaked at $72.8K in Q1 2022. 661 funds tracked by Wall St. Rank hold BKR as of Q2 2022.

  • Herold Advisors reported no remaining Baker Hughes position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,000 Baker Hughes shares in Q2 2022, an estimated $72.8K.
  • Herold Advisors first reported a position in Baker Hughes in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Baker Hughes position peaked at $72.8K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.