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Ropes Wealth Advisors’s Baker Hughes BKR Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-60
Closed -$1K – 306
2020
Q4 		$1K Buy
+60
New +$1.05K ﹤0.01% 692
2017
Q4 		– Sell
-873
Closed -$32K – 781
2017
Q3 		$32K Buy
+873
New +$31K 0.01% 367

Other funds holding BKR

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's BKR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Baker Hughes (BKR) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in BKR in Q3 2017 and held it in 2 quarters. The position peaked at $32K in Q3 2017. 544 funds tracked by Wall St. Rank hold BKR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Baker Hughes position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 60 Baker Hughes shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Baker Hughes in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Baker Hughes position peaked at $32K in Q3 2017.
  • 544 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.