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Rational Advisors’s Baker Hughes BKR Stock Holding History

Rational 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
2023
Q4 		– Sell
-1,250
Closed -$44.1K – 211
2023
Q3 		$44.1K Buy
1,250
+382
+44% +$13.5K ﹤0.01% 168
2023
Q2 		$27.4K Buy
+868
New +$25.3K ﹤0.01% 192
2021
Q2 		– Sell
-7,282
Closed -$157K – 142
2021
Q1 		$157K Buy
+7,282
New +$166K 0.03% 161
2020
Q4 		– Sell
-289
Closed -$4K – 248
2020
Q3 		$4K Sell
289
-1,053
-78% -$16.1K ﹤0.01% 392
2020
Q2 		$21K Buy
+1,342
New +$19.6K 0.01% 273
2020
Q1 		– Sell
-150
Closed -$4K – 204
2019
Q4 		$4K Sell
150
-115
-43% -$2.62K ﹤0.01% 497
2019
Q3 		$6K Buy
265
+38
+17% +$891 ﹤0.01% 520
2019
Q2 		$6K Buy
227
+184
+428% +$4.44K ﹤0.01% 505
2019
Q1 		$1K Sell
43
-141
-77% -$3.56K ﹤0.01% 512
2018
Q4 		$4K Buy
184
+19
+12% +$485 ﹤0.01% 435
2018
Q3 		$6K Buy
165
+140
+560% +$4.63K ﹤0.01% 415
2018
Q2 		$1K Sell
25
-4,975
-100% -$169K ﹤0.01% 450
2018
Q1 		$139K Buy
+5,000
New +$153K 0.07% 244

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Rational Advisors's BKR Position: Q4 2023 in Review

Rational Advisors sold out of Baker Hughes (BKR) in Q4 2023, closing a stake of 1,250 shares — an estimated $44.1K sold.

Rational Advisors first reported a position in BKR in Q1 2018 and held it in 13 quarters. The position peaked at $157K in Q1 2021. 767 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

  • Rational Advisors reported no remaining Baker Hughes position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 1,250 Baker Hughes shares in Q4 2023, an estimated $44.1K.
  • Rational Advisors first reported a position in Baker Hughes in Q1 2018 and held it in 13 quarters.
  • Rational Advisors's Baker Hughes position peaked at $157K in Q1 2021.
  • 767 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.