Tyler-Stone Wealth Management’s Baker Hughes BKR Stock Holding History

Tyler-Stone 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	–	Sell	-322	Closed	-$11K	–	958
2023 Q3	$11K	Hold	322	–	–	0.01%	582
2023 Q2	$10K	Buy	+322	New	+$9.39K	0.01%	605
2022 Q4	$10K	Hold	322	–	–	0.01%	554
2022 Q3	$7K	Hold	322	–	–	0.01%	593
2022 Q2	$9K	Hold	322	–	–	0.01%	572
2022 Q1	$12K	Hold	322	–	–	0.01%	537
2021 Q4	$8K	Buy	+322	New	+$7.95K	﹤0.01%	641

Other funds holding BKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Tyler-Stone Wealth Management's BKR Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Baker Hughes (BKR) in Q4 2023, closing a stake of 322 shares — an estimated $11K sold.

Tyler-Stone Wealth Management first reported a position in BKR in Q4 2021 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 767 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining Baker Hughes position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 322 Baker Hughes shares in Q4 2023, an estimated $11K.
Tyler-Stone Wealth Management first reported a position in Baker Hughes in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's Baker Hughes position peaked at $12K in Q1 2022.
767 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.