Simplicity Wealth’s Baker Hughes BKR Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-20,298	Closed	-$714K	–	561
2024 Q2	$714K	Sell	20,298 -718	-3%	-$23.5K	0.02%	629
2024 Q1	$704K	Buy	+21,016	New	+$648K	0.02%	620

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's BKR Position: Q3 2024 in Review

Simplicity Wealth sold out of Baker Hughes (BKR) in Q3 2024, closing a stake of 20,298 shares — an estimated $714K sold.

Simplicity Wealth first reported a position in BKR in Q1 2024 and held it in 2 quarters. The position peaked at $714K in Q2 2024. 786 funds tracked by Wall St. Rank hold BKR as of Q3 2024.

Simplicity Wealth reported no remaining Baker Hughes position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 20,298 Baker Hughes shares in Q3 2024, an estimated $714K.
Simplicity Wealth first reported a position in Baker Hughes in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Baker Hughes position peaked at $714K in Q2 2024.
786 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.