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Aevitas Wealth Management’s SLB Ltd SLB Stock Holding History

Aevitas Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-642
Closed -$27K – 298
2019
Q1 		$27K Buy
642
+7
+1% +$303 0.02% 237
2018
Q4 		$23K Sell
635
-624
-50% -$30.8K 0.02% 243
2018
Q3 		$77K Buy
1,259
+9
+0.7% +$579 0.07% 160
2018
Q2 		$84K Buy
1,250
+9
+0.7% +$618 0.08% 144
2018
Q1 		$80K Buy
1,241
+8
+0.6% +$559 0.08% 148
2017
Q4 		$83K Buy
+1,233
New +$79.9K 0.08% 149

Other funds holding SLB

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aevitas Wealth Management's SLB Position: Q2 2019 in Review

Aevitas Wealth Management sold out of SLB Ltd (SLB) in Q2 2019, closing a stake of 642 shares — an estimated $27K sold.

Aevitas Wealth Management first reported a position in SLB in Q4 2017 and held it in 6 quarters. The position peaked at $84K in Q2 2018. 1,375 funds tracked by Wall St. Rank hold SLB as of Q2 2019.

  • Aevitas Wealth Management reported no remaining SLB Ltd position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 642 SLB Ltd shares in Q2 2019, an estimated $27K.
  • Aevitas Wealth Management first reported a position in SLB Ltd in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's SLB Ltd position peaked at $84K in Q2 2018.
  • 1,375 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.