Kingswood Wealth Advisors’s Baker Hughes BKR Stock Holding History

Kingswood 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
2024 Q4	–	Sell	-8,618	Closed	-$312K	–	805
2024 Q3	$312K	Buy	8,618 +271	+3%	+$9.52K	0.02%	564
2024 Q2	$294K	Sell	8,347 -1,559	-16%	-$51.1K	0.03%	526
2024 Q1	$332K	Sell	9,906 -1,132	-10%	-$34.9K	0.04%	450
2023 Q4	$377K	Buy	+11,038	New	+$376K	0.04%	407

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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's BKR Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Baker Hughes (BKR) in Q4 2024, closing a stake of 8,618 shares — an estimated $312K sold.

Kingswood Wealth Advisors first reported a position in BKR in Q4 2023 and held it in 4 quarters. The position peaked at $377K in Q4 2023. 893 funds tracked by Wall St. Rank hold BKR as of Q4 2024.

Kingswood Wealth Advisors reported no remaining Baker Hughes position as of Q4 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 8,618 Baker Hughes shares in Q4 2024, an estimated $312K.
Kingswood Wealth Advisors first reported a position in Baker Hughes in Q4 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's Baker Hughes position peaked at $377K in Q4 2023.
893 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.