Jamison Private Wealth Management’s Baker Hughes BKR Stock Holding History

Jamison Private Wealth 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
2024 Q4	–	Sell	-264	Closed	-$9.53K	–	235
2024 Q3	$9.53K	Buy	264 +2	+0.8%	+$70	﹤0.01%	345
2024 Q2	$9.22K	Sell	262 -3	-1%	-$98	﹤0.01%	325
2024 Q1	$8.89K	Buy	265 +6	+2%	+$185	﹤0.01%	333
2023 Q4	$8.84K	Buy	259 +2	+0.8%	+$68	﹤0.01%	312
2023 Q3	$9.08K	Buy	+257	New	+$9.1K	﹤0.01%	301

Other funds holding BKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jamison Private Wealth Management's BKR Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Baker Hughes (BKR) in Q4 2024, closing a stake of 264 shares — an estimated $9.53K sold.

Jamison Private Wealth Management first reported a position in BKR in Q3 2023 and held it in 5 quarters. The position peaked at $9.53K in Q3 2024. 894 funds tracked by Wall St. Rank hold BKR as of Q4 2024.

Jamison Private Wealth Management reported no remaining Baker Hughes position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 264 Baker Hughes shares in Q4 2024, an estimated $9.53K.
Jamison Private Wealth Management first reported a position in Baker Hughes in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Baker Hughes position peaked at $9.53K in Q3 2024.
894 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.