JWM
BKR icon

Janiczek Wealth Management’s Baker Hughes BKR Stock Holding History

Janiczek 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
Q2 		$24.4K Sell
695
-145
-17% -$4.76K 0.01% 521
2024
Q1 		$28.1K Sell
840
-279
-25% -$8.6K 0.01% 508
2023
Q4 		$38.2K Sell
1,119
-689
-38% -$23.5K 0.01% 434
2023
Q3 		$63.9K Buy
1,808
+1,689
+1,419% +$59.8K 0.02% 330
2023
Q2 		$3.76K Buy
119
+4
+3% +$117 ﹤0.01% 692
2023
Q1 		$3.35K Buy
+115
New +$3.48K ﹤0.01% 716
2022
Q4 		– Sell
-14
Closed – – 1040
2022
Q3 		$0 Hold
14
– – ﹤0.01% 920
2022
Q2 		$0 Sell
14
-38
-73% -$1.28K ﹤0.01% 948
2022
Q1 		$2K Buy
52
+38
+271% +$1.15K ﹤0.01% 754
2021
Q4 		$0 Hold
14
– – ﹤0.01% 1004
2021
Q3 		$0 Sell
14
-92
-87% -$2.05K ﹤0.01% 960
2021
Q2 		$2K Buy
106
+25
+31% +$577 ﹤0.01% 746
2021
Q1 		$2K Buy
+81
New +$1.84K ﹤0.01% 725

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Janiczek Wealth Management's BKR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Baker Hughes (BKR) stake by 17% in Q2 2024, selling an estimated $4.76K and leaving 695 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #521.

Janiczek Wealth Management first reported a position in BKR in Q1 2021 and has held it in 13 quarters since. The position peaked at $63.9K in Q3 2023. 756 funds tracked by Wall St. Rank hold BKR as of Q2 2024.

  • Janiczek Wealth Management held 695 shares of Baker Hughes worth $24.4K as of Q2 2024.
  • Janiczek Wealth Management sold 145 Baker Hughes shares in Q2 2024, an estimated $4.76K.
  • Baker Hughes made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #521 holding.
  • Janiczek Wealth Management first reported a position in Baker Hughes in Q1 2021 and has held it in 13 quarters since.
  • Janiczek Wealth Management's Baker Hughes position peaked at $63.9K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.