IRON Financial’s Baker Hughes BKR Stock Holding History

IRON Financial’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 Q1	–	Sell	-6,918	Closed	-$204K	–	100
2022 Q4	$204K	Buy	+6,918	New	+$191K	0.12%	88

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

IRON Financial's BKR Position: Q1 2023 in Review

IRON Financial sold out of Baker Hughes (BKR) in Q1 2023, closing a stake of 6,918 shares — an estimated $204K sold.

IRON Financial first reported a position in BKR in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 682 funds tracked by Wall St. Rank hold BKR as of Q1 2023.

IRON Financial reported no remaining Baker Hughes position as of Q1 2023 after selling out during the quarter.
IRON Financial sold 6,918 Baker Hughes shares in Q1 2023, an estimated $204K.
IRON Financial first reported a position in Baker Hughes in Q4 2022 and held it in 1 quarter.
IRON Financial's Baker Hughes position peaked at $204K in Q4 2022.
682 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.