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TCI Wealth Advisors’s Baker Hughes BKR Stock Holding History

TCI 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
2023
Q2 		– Sell
-3,234
Closed -$93.3K – 459
2023
Q1 		$93.3K Buy
3,234
+2
+0.1% +$60 0.01% 292
2022
Q4 		$95.4K Sell
3,232
-141
-4% -$3.89K 0.01% 275
2022
Q3 		$71K Sell
3,373
-31
-0.9% -$776 0.01% 301
2022
Q2 		$98K Buy
3,404
+80
+2% +$2.71K 0.02% 253
2022
Q1 		$121K Hold
3,324
– – 0.02% 232
2021
Q4 		$80K Sell
3,324
-3
-0.1% -$74 0.01% 302
2021
Q3 		$82K Buy
3,327
+1,221
+58% +$27.2K 0.01% 320
2021
Q2 		$48K Sell
2,106
-139
-6% -$3.21K 0.01% 401
2021
Q1 		$49K Buy
2,245
+130
+6% +$2.96K 0.02% 355
2020
Q4 		$44K Buy
2,115
+16
+0.8% +$281 0.02% 357
2020
Q3 		$28K Hold
2,099
– – 0.01% 393
2020
Q2 		$32K Buy
2,099
+66
+3% +$965 0.01% 373
2020
Q1 		$21K Sell
2,033
-7
-0.3% -$131 0.01% 446
2019
Q4 		$52K Sell
2,040
-235
-10% -$5.34K 0.02% 373
2019
Q3 		$53K Hold
2,275
– – 0.02% 314
2019
Q2 		$56K Sell
2,275
-10
-0.4% -$241 0.03% 288
2019
Q1 		$63K Sell
2,285
-8
-0.3% -$202 0.03% 302
2018
Q4 		$49K Buy
2,293
+148
+7% +$3.78K 0.02% 313
2018
Q3 		$73K Buy
2,145
+8
+0.4% +$265 0.03% 276
2018
Q2 		$71K Hold
2,137
– – 0.03% 268
2018
Q1 		$59K Buy
2,137
+137
+7% +$4.19K 0.03% 303
2017
Q4 		$63K Sell
2,000
-23
-1% -$738 0.03% 300
2017
Q3 		$74K Buy
+2,023
New +$71.8K 0.04% 253

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

TCI Wealth Advisors's BKR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Baker Hughes (BKR) in Q2 2023, closing a stake of 3,234 shares — an estimated $93.3K sold.

TCI Wealth Advisors first reported a position in BKR in Q3 2017 and held it in 23 quarters. The position peaked at $121K in Q1 2022. 672 funds tracked by Wall St. Rank hold BKR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Baker Hughes position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,234 Baker Hughes shares in Q2 2023, an estimated $93.3K.
  • TCI Wealth Advisors first reported a position in Baker Hughes in Q3 2017 and held it in 23 quarters.
  • TCI Wealth Advisors's Baker Hughes position peaked at $121K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.