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Liberty Wealth Management’s Baker Hughes BKR Stock Holding History

Liberty 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
2021
Q3 		– Sell
-199
Closed -$5K – 1174
2021
Q2 		$5K Hold
199
– – ﹤0.01% 777
2021
Q1 		$4K Hold
199
– – ﹤0.01% 722
2020
Q4 		$4K Hold
199
– – ﹤0.01% 718
2020
Q3 		$3K Hold
199
– – ﹤0.01% 695
2020
Q2 		$3K Hold
199
– – ﹤0.01% 684
2020
Q1 		$2K Sell
199
-194
-49% -$3.64K ﹤0.01% 719
2019
Q4 		$10K Buy
393
+242
+160% +$5.5K 0.01% 531
2019
Q3 		$4K Buy
+151
New +$3.54K ﹤0.01% 660

Other funds holding BKR

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Wealth Management's BKR Position: Q3 2021 in Review

Liberty Wealth Management sold out of Baker Hughes (BKR) in Q3 2021, closing a stake of 199 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in BKR in Q3 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 531 funds tracked by Wall St. Rank hold BKR as of Q3 2021.

  • Liberty Wealth Management reported no remaining Baker Hughes position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 199 Baker Hughes shares in Q3 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Baker Hughes in Q3 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Baker Hughes position peaked at $10K in Q4 2019.
  • 531 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.