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Patriot Financial Group Insurance Agency’s Baker Hughes BKR Stock Holding History

Patriot Financial Group Insurance Agency’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
2023
Q4 		– Sell
-6,301
Closed -$223K – 465
2023
Q3 		$223K Buy
+6,301
New +$223K 0.05% 393
2022
Q3 		– Sell
-142
Closed -$4K – 578
2022
Q2 		$4K Hold
142
– – ﹤0.01% 1527
2022
Q1 		$5K Hold
142
– – ﹤0.01% 1585
2021
Q4 		$3K Sell
142
-143
-50% -$3.53K ﹤0.01% 1839
2021
Q3 		$7K Buy
285
+143
+101% +$3.19K ﹤0.01% 1587
2021
Q2 		$3K Buy
+142
New +$3.28K ﹤0.01% 1760

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Capital Research Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BKR Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of Baker Hughes (BKR) in Q4 2023, closing a stake of 6,301 shares — an estimated $223K sold.

Patriot Financial Group Insurance Agency first reported a position in BKR in Q2 2021 and held it in 6 quarters. The position peaked at $223K in Q3 2023. 768 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Baker Hughes position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,301 Baker Hughes shares in Q4 2023, an estimated $223K.
  • Patriot Financial Group Insurance Agency first reported a position in Baker Hughes in Q2 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Baker Hughes position peaked at $223K in Q3 2023.
  • 768 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.