IBEX Wealth Advisors’s Baker Hughes BKR Stock Holding History

IBEX Wealth 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
2021 Q2	–	Sell	-14,195	Closed	-$307K	–	185
2021 Q1	$307K	Buy	+14,195	New	+$323K	0.08%	105

Other funds holding BKR

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's BKR Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of Baker Hughes (BKR) in Q2 2021, closing a stake of 14,195 shares — an estimated $307K sold.

IBEX Wealth Advisors first reported a position in BKR in Q1 2021 and held it in 1 quarter. The position peaked at $307K in Q1 2021. 549 funds tracked by Wall St. Rank hold BKR as of Q2 2021.

IBEX Wealth Advisors reported no remaining Baker Hughes position as of Q2 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 14,195 Baker Hughes shares in Q2 2021, an estimated $307K.
IBEX Wealth Advisors first reported a position in Baker Hughes in Q1 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Baker Hughes position peaked at $307K in Q1 2021.
549 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.