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Mark Sheptoff Financial Planning’s Baker Hughes BKR Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-300
Closed -$10.3K – 406
2023
Q4 		$10.3K Buy
+300
New +$10.2K 0.01% 288
2022
Q3 		– Sell
-19,300
Closed -$557K – 366
2022
Q2 		$557K Sell
19,300
-2,300
-11% -$77.8K 0.32% 55
2022
Q1 		$786K Buy
+21,600
New +$656K 0.4% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's BKR Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Baker Hughes (BKR) in Q1 2024, closing a stake of 300 shares — an estimated $10.3K sold.

Mark Sheptoff Financial Planning first reported a position in BKR in Q1 2022 and held it in 3 quarters. The position peaked at $786K in Q1 2022. 752 funds tracked by Wall St. Rank hold BKR as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Baker Hughes position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Baker Hughes shares in Q1 2024, an estimated $10.3K.
  • Mark Sheptoff Financial Planning first reported a position in Baker Hughes in Q1 2022 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Baker Hughes position peaked at $786K in Q1 2022.
  • 752 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.