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SYSTM Wealth Solutions’s Baker Hughes BKR Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-6,616
Closed -$222K – 696
2024
Q1 		$222K Buy
6,616
+9
+0.1% +$278 0.03% 385
2023
Q4 		$226K Sell
6,607
-7,517
-53% -$256K 0.03% 366
2023
Q3 		$499K Buy
14,124
+3,014
+27% +$107K 0.08% 285
2023
Q2 		$351K Buy
11,110
+1,481
+15% +$43.2K 0.05% 371
2023
Q1 		$278K Sell
9,629
-6,933
-42% -$210K 0.04% 390
2022
Q4 		$489K Buy
+16,562
New +$457K 0.06% 344

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SYSTM Wealth Solutions's BKR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Baker Hughes (BKR) in Q2 2024, closing a stake of 6,616 shares — an estimated $222K sold.

SYSTM Wealth Solutions first reported a position in BKR in Q4 2022 and held it in 6 quarters. The position peaked at $499K in Q3 2023. 756 funds tracked by Wall St. Rank hold BKR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Baker Hughes position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,616 Baker Hughes shares in Q2 2024, an estimated $222K.
  • SYSTM Wealth Solutions first reported a position in Baker Hughes in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Baker Hughes position peaked at $499K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.