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Wetzel Investment Advisors’s Baker Hughes BKR Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-200
Closed -$6.7K – 211
2024
Q2 		$6.7K Hold
200
– – ﹤0.01% 528
2024
Q1 		$6.44K Hold
200
– – ﹤0.01% 626
2023
Q4 		$7K Buy
+200
New +$6.82K ﹤0.01% 594

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wetzel Investment Advisors's BKR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Baker Hughes (BKR) in Q3 2024, closing a stake of 200 shares — an estimated $6.7K sold.

Wetzel Investment Advisors first reported a position in BKR in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 784 funds tracked by Wall St. Rank hold BKR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Baker Hughes position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 200 Baker Hughes shares in Q3 2024, an estimated $6.7K.
  • Wetzel Investment Advisors first reported a position in Baker Hughes in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Baker Hughes position peaked at $7K in Q4 2023.
  • 784 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.