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Point View Wealth Management’s Baker Hughes BKR Stock Holding History

Point View 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
2020
Q4 		$628K Sell
30,121
-2,274
-7% -$40K 0.25% 130
2020
Q3 		$431K Buy
32,395
+925
+3% +$14.1K 0.2% 148
2020
Q2 		$484K Sell
31,470
-6,229
-17% -$91.1K 0.23% 141
2020
Q1 		$396K Buy
37,699
+5,320
+16% +$99.9K 0.22% 143
2019
Q4 		$830K Buy
32,379
+333
+1% +$7.57K 0.34% 100
2019
Q3 		$743K Sell
32,046
-584
-2% -$13.7K 0.34% 97
2019
Q2 		$804K Sell
32,630
-436
-1% -$10.5K 0.34% 97
2019
Q1 		$917K Buy
33,066
+788
+2% +$19.9K 0.41% 82
2018
Q4 		$694K Buy
32,278
+11,414
+55% +$291K 0.35% 101
2018
Q3 		$706K Buy
20,864
+2,353
+13% +$77.8K 0.31% 116
2018
Q2 		$611K Sell
18,511
-906
-5% -$30.8K 0.28% 124
2018
Q1 		$539K Sell
19,417
-779
-4% -$23.8K 0.26% 130
2017
Q4 		$639K Sell
20,196
-11,252
-36% -$361K 0.3% 119
2017
Q3 		$1.15M Buy
+31,448
New +$1.12M 0.55% 59

Other funds holding BKR

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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 $645B AUM 30.41% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point View Wealth Management's BKR Position: Q4 2020 in Review

Point View Wealth Management reduced its Baker Hughes (BKR) stake by 7% in Q4 2020, selling an estimated $40K and leaving 30,121 shares worth $628K. The position accounts for 0.25% of the portfolio, ranked #130.

Point View Wealth Management first reported a position in BKR in Q3 2017 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2017. 504 funds tracked by Wall St. Rank hold BKR as of Q4 2020.

  • Point View Wealth Management held 30,121 shares of Baker Hughes worth $628K as of Q4 2020.
  • Point View Wealth Management sold 2,274 Baker Hughes shares in Q4 2020, an estimated $40K.
  • Baker Hughes made up 0.25% of Point View Wealth Management's portfolio in Q4 2020, its #130 holding.
  • Point View Wealth Management first reported a position in Baker Hughes in Q3 2017 and has held it in 14 quarters since.
  • Point View Wealth Management's Baker Hughes position peaked at $1.15M in Q3 2017.
  • 504 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.