Partnership Wealth Management’s Baker Hughes BKR Stock Holding History

Partnership 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 Q4	–	Sell	-500	Closed	-$18.1K	–	85
2024 Q3	$18.1K	Hold	500	–	–	0.01%	150
2024 Q2	$17.6K	Hold	500	–	–	0.01%	176
2024 Q1	$16.8K	Hold	500	–	–	0.01%	179
2023 Q4	$14.3K	Buy	+500	New	+$17.1K	0.01%	182

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

Partnership Wealth Management's BKR Position: Q4 2024 in Review

Partnership Wealth Management sold out of Baker Hughes (BKR) in Q4 2024, closing a stake of 500 shares — an estimated $18.1K sold.

Partnership Wealth Management first reported a position in BKR in Q4 2023 and held it in 4 quarters. The position peaked at $18.1K in Q3 2024. 893 funds tracked by Wall St. Rank hold BKR as of Q4 2024.

Partnership Wealth Management reported no remaining Baker Hughes position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 500 Baker Hughes shares in Q4 2024, an estimated $18.1K.
Partnership Wealth Management first reported a position in Baker Hughes in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's Baker Hughes position peaked at $18.1K in Q3 2024.
893 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.