WR Wealth Planners’s Baker Hughes BKR Stock Holding History

WR Wealth Planners’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 Q4	$97.1K	Buy	2,368 +144	+6%	+$5.81K	0.03%	235
2024 Q3	$80.4K	Buy	2,224 +149	+7%	+$5.24K	0.02%	283
2024 Q2	$73K	Buy	2,075 +41	+2%	+$1.34K	0.02%	284
2024 Q1	$68.1K	Buy	+2,034	New	+$62.7K	0.02%	292
2023 Q4	–	Sell	-2,000	Closed	-$70.6K	–	249
2023 Q3	$70.6K	Hold	2,000	–	–	0.03%	283
2023 Q2	$63.2K	Hold	2,000	–	–	0.02%	290
2023 Q1	$57.7K	Buy	+2,000	New	+$60.5K	0.02%	301

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

WR Wealth Planners's BKR Position: Q4 2024 in Review

WR Wealth Planners increased its Baker Hughes (BKR) stake by 6.5% in Q4 2024, buying an estimated $5.81K and bringing the position to 2,368 shares worth $97.1K. The position accounts for 0.03% of the portfolio, ranked #235.

WR Wealth Planners first reported a position in BKR in Q1 2023 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold BKR as of Q4 2024.

WR Wealth Planners held 2,368 shares of Baker Hughes worth $97.1K as of Q4 2024.
WR Wealth Planners bought 144 Baker Hughes shares in Q4 2024, an estimated $5.81K.
Baker Hughes made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #235 holding.
WR Wealth Planners first reported a position in Baker Hughes in Q1 2023 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.