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Personal CFO Solutions’s Baker Hughes BKR Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-7,964
Closed -$267K – 538
2024
Q1 		$267K Buy
7,964
+1,797
+29% +$55.4K 0.04% 434
2023
Q4 		$211K Buy
6,167
+127
+2% +$4.33K 0.04% 476
2023
Q3 		$213K Buy
+6,040
New +$214K 0.04% 423

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

Personal CFO Solutions's BKR Position: Q2 2024 in Review

Personal CFO Solutions sold out of Baker Hughes (BKR) in Q2 2024, closing a stake of 7,964 shares — an estimated $267K sold.

Personal CFO Solutions first reported a position in BKR in Q3 2023 and held it in 3 quarters. The position peaked at $267K in Q1 2024. 756 funds tracked by Wall St. Rank hold BKR as of Q2 2024.

  • Personal CFO Solutions reported no remaining Baker Hughes position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,964 Baker Hughes shares in Q2 2024, an estimated $267K.
  • Personal CFO Solutions first reported a position in Baker Hughes in Q3 2023 and held it in 3 quarters.
  • Personal CFO Solutions's Baker Hughes position peaked at $267K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.