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Wealthspire Advisors (Maryland)’s Baker Hughes BKR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,163
Closed -$88K – 652
2019
Q1 		$88K Sell
3,163
-170
-5% -$4.3K 0.01% 687
2018
Q4 		$72K Buy
3,333
+218
+7% +$5.57K 0.01% 715
2018
Q3 		$105K Sell
3,115
-153
-5% -$5.06K 0.01% 666
2018
Q2 		$108K Buy
3,268
+305
+10% +$10.4K 0.01% 678
2018
Q1 		$82K Buy
2,963
+102
+4% +$3.12K 0.01% 785
2017
Q4 		$91K Buy
2,861
+160
+6% +$5.13K 0.01% 747
2017
Q3 		$99K Buy
+2,701
New +$95.9K 0.01% 710

Other funds holding BKR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BKR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Baker Hughes (BKR) in Q2 2019, closing a stake of 3,163 shares — an estimated $88K sold.

Wealthspire Advisors (Maryland) first reported a position in BKR in Q3 2017 and held it in 7 quarters. The position peaked at $108K in Q2 2018. 455 funds tracked by Wall St. Rank hold BKR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Baker Hughes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,163 Baker Hughes shares in Q2 2019, an estimated $88K.
  • Wealthspire Advisors (Maryland) first reported a position in Baker Hughes in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Baker Hughes position peaked at $108K in Q2 2018.
  • 455 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.