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Vahanian & Associates Financial Planning’s Baker Hughes BKR Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q2 		– Sell
-8,151
Closed -$297K – 41
2022
Q1 		$297K Sell
8,151
-15,685
-66% -$476K 0.69% 42
2021
Q4 		$573K Buy
+23,836
New +$589K 0.46% 56

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vahanian & Associates Financial Planning's BKR Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of Baker Hughes (BKR) in Q2 2022, closing a stake of 8,151 shares — an estimated $297K sold.

Vahanian & Associates Financial Planning first reported a position in BKR in Q4 2021 and held it in 2 quarters. The position peaked at $573K in Q4 2021. 662 funds tracked by Wall St. Rank hold BKR as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining Baker Hughes position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 8,151 Baker Hughes shares in Q2 2022, an estimated $297K.
  • Vahanian & Associates Financial Planning first reported a position in Baker Hughes in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Baker Hughes position peaked at $573K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.