Next Financial Group’s Baker Hughes BKR Stock Holding History

Next Financial Group’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 Q4	$29K	Buy	1,182 +704	+147%	+$17.4K	﹤0.01%	1727
2021 Q3	$12K	Buy	478 +258	+117%	+$5.75K	﹤0.01%	1975
2021 Q2	$5K	Hold	220	–	–	﹤0.01%	2182
2021 Q1	$5K	Sell	220 -748	-77%	-$17K	﹤0.01%	2080
2020 Q4	$20K	Buy	+968	New	+$17K	﹤0.01%	1534
2020 Q2	–	Sell	-600	Closed	-$6K	–	747
2020 Q1	$6K	Sell	600 -767	-56%	-$14.4K	﹤0.01%	1647
2019 Q4	$35K	Buy	1,367 +456	+50%	+$10.4K	﹤0.01%	1331
2019 Q3	$21K	Hold	911	–	–	﹤0.01%	1418
2019 Q2	$22K	Sell	911 -6,499	-88%	-$157K	﹤0.01%	1423
2019 Q1	$205K	Buy	7,410 +6,499	+713%	+$164K	0.05%	355
2018 Q4	$20K	Buy	+911	New	+$23.3K	﹤0.01%	1083
2017 Q4	–	Sell	-63	Closed	-$2K	–	380
2017 Q3	$2K	Buy	+63	New	+$2.24K	﹤0.01%	1585

Other funds holding BKR

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Next Financial Group's BKR Position: Q4 2021 in Review

Next Financial Group increased its Baker Hughes (BKR) stake by 147% in Q4 2021, buying an estimated $17.4K and bringing the position to 1,182 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Next Financial Group first reported a position in BKR in Q3 2017 and has held it in 12 quarters since. The position peaked at $205K in Q1 2019. 566 funds tracked by Wall St. Rank hold BKR as of Q4 2021.

Next Financial Group held 1,182 shares of Baker Hughes worth $29K as of Q4 2021.
Next Financial Group bought 704 Baker Hughes shares in Q4 2021, an estimated $17.4K.
Baker Hughes made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1727 holding.
Next Financial Group first reported a position in Baker Hughes in Q3 2017 and has held it in 12 quarters since.
Next Financial Group's Baker Hughes position peaked at $205K in Q1 2019.
566 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.