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Advisory Research’s Weatherford International WFRD Stock Holding History

Advisory Research’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,390
Closed -$919K – 328
2023
Q4 		$919K Sell
9,390
-21,306
-69% -$1.98M 0.14% 171
2023
Q3 		$2.77M Buy
+30,696
New +$2.59M 0.39% 70

Other funds holding WFRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's WFRD Position: Q1 2024 in Review

Advisory Research sold out of Weatherford International (WFRD) in Q1 2024, closing a stake of 9,390 shares — an estimated $919K sold.

Advisory Research first reported a position in WFRD in Q3 2023 and held it in 2 quarters. The position peaked at $2.77M in Q3 2023. 361 funds tracked by Wall St. Rank hold WFRD as of Q1 2024.

  • Advisory Research reported no remaining Weatherford International position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 9,390 Weatherford International shares in Q1 2024, an estimated $919K.
  • Advisory Research first reported a position in Weatherford International in Q3 2023 and held it in 2 quarters.
  • Advisory Research's Weatherford International position peaked at $2.77M in Q3 2023.
  • 361 funds tracked by Wall St. Rank held Weatherford International as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.