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Personal Capital Advisors’s Baker Hughes BKR Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$68.3M Sell
2,313,507
-3,094
-0.1% -$85.4K 0.33% 68
2022
Q3 		$48.6M Buy
2,316,601
+45,149
+2% +$1.13M 0.26% 86
2022
Q2 		$65.6M Sell
2,271,452
-14,178
-0.6% -$479K 0.34% 63
2022
Q1 		$83.2M Buy
2,285,630
+11,184
+0.5% +$340K 0.39% 58
2021
Q4 		$54.8M Buy
2,274,446
+36,707
+2% +$906K 0.25% 90
2021
Q3 		$55.3M Buy
2,237,739
+91,775
+4% +$2.04M 0.28% 84
2021
Q2 		$49.1M Buy
2,145,964
+101,429
+5% +$2.34M 0.26% 97
2021
Q1 		$44.2M Buy
2,044,535
+57,480
+3% +$1.31M 0.26% 97
2020
Q4 		$41.4M Buy
1,987,055
+126,753
+7% +$2.23M 0.26% 91
2020
Q3 		$24.7M Buy
1,860,302
+36,207
+2% +$554K 0.19% 105
2020
Q2 		$28.1M Buy
1,824,095
+585,581
+47% +$8.56M 0.23% 97
2020
Q1 		$13.1M Sell
1,238,514
-86,369
-7% -$1.62M 0.13% 118
2019
Q4 		$34M Sell
1,324,883
-85,047
-6% -$1.93M 0.29% 87
2019
Q3 		$32.7M Sell
1,409,930
-51,235
-4% -$1.2M 0.31% 84
2019
Q2 		$36M Buy
1,461,165
+272,908
+23% +$6.58M 0.37% 72
2019
Q1 		$32.9M Buy
1,188,257
+404,335
+52% +$10.2M 0.37% 71
2018
Q4 		$16.9M Sell
783,922
-231,667
-23% -$5.92M 0.23% 100
2018
Q3 		$34.4M Buy
1,015,589
+57,398
+6% +$1.9M 0.44% 60
2018
Q2 		$31.6M Buy
958,191
+64,879
+7% +$2.2M 0.45% 56
2018
Q1 		$24.8M Buy
893,312
+433,784
+94% +$13.3M 0.39% 71
2017
Q4 		$14.5M Sell
459,528
-143,617
-24% -$4.61M 0.25% 93
2017
Q3 		$22.1M Buy
+603,145
New +$21.4M 0.43% 66

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Capital Advisors's BKR Position: Q4 2022 in Review

Personal Capital Advisors reduced its Baker Hughes (BKR) stake by 0.13% in Q4 2022, selling an estimated $85.4K and leaving 2,313,507 shares worth $68.3M. The position accounts for 0.33% of the portfolio, ranked #68.

Personal Capital Advisors first reported a position in BKR in Q3 2017 and has held it in 22 quarters since. The position peaked at $83.2M in Q1 2022. 673 funds tracked by Wall St. Rank hold BKR as of Q4 2022.

  • Personal Capital Advisors held 2,313,507 shares of Baker Hughes worth $68.3M as of Q4 2022.
  • Personal Capital Advisors sold 3,094 Baker Hughes shares in Q4 2022, an estimated $85.4K.
  • Baker Hughes made up 0.33% of Personal Capital Advisors's portfolio in Q4 2022, its #68 holding.
  • Personal Capital Advisors first reported a position in Baker Hughes in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's Baker Hughes position peaked at $83.2M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.