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Spartan Planning & Wealth Management’s Baker Hughes BKR Stock Holding History

Spartan Planning & 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
2023
Q4 		$49K Sell
1,435
-4,318
-75% -$147K 0.05% 140
2023
Q3 		$203K Buy
+5,753
New +$204K 0.24% 61
2022
Q4 		$200K Buy
+6,778
New +$187K 0.25% 62
2022
Q3 		– Sell
-4,188
Closed -$121K – 77
2022
Q2 		$121K Buy
+4,188
New +$142K 0.16% 44

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

Spartan Planning & Wealth Management's BKR Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Baker Hughes (BKR) stake by 75% in Q4 2023, selling an estimated $147K and leaving 1,435 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #140.

Spartan Planning & Wealth Management first reported a position in BKR in Q2 2022 and has held it in 4 quarters since. The position peaked at $203K in Q3 2023. 767 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,435 shares of Baker Hughes worth $49K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 4,318 Baker Hughes shares in Q4 2023, an estimated $147K.
  • Baker Hughes made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #140 holding.
  • Spartan Planning & Wealth Management first reported a position in Baker Hughes in Q2 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Baker Hughes position peaked at $203K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.