AWA
SLB icon

ARS Wealth Advisors’s SLB Ltd SLB Stock Holding History

ARS Wealth Advisors’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
2018
Q4 		– Sell
-6,810
Closed -$415K – 116
2018
Q3 		$415K Sell
6,810
-1,915
-22% -$123K 0.14% 77
2018
Q2 		$585K Sell
8,725
-61
-0.7% -$4.19K 0.21% 59
2018
Q1 		$569K Buy
8,786
+5,058
+136% +$353K 0.21% 62
2017
Q4 		$251K Buy
+3,728
New +$242K 0.09% 105
2015
Q4 		– Sell
-4,381
Closed -$302K – 80
2015
Q3 		$302K Buy
4,381
+1
+0% +$79 0.15% 51
2015
Q2 		$378K Hold
4,380
– – 0.17% 47
2015
Q1 		$365K Buy
4,380
+160
+4% +$13.3K 0.16% 50
2014
Q4 		$360K Buy
4,220
+50
+1% +$4.6K 0.16% 48
2014
Q3 		$424K Hold
4,170
– – 0.2% 42
2014
Q2 		$492K Buy
+4,170
New +$430K 0.24% 35

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Wealth Advisors's SLB Position: Q4 2018 in Review

ARS Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2018, closing a stake of 6,810 shares — an estimated $415K sold.

ARS Wealth Advisors first reported a position in SLB in Q2 2014 and held it in 10 quarters. The position peaked at $585K in Q2 2018. 1,420 funds tracked by Wall St. Rank hold SLB as of Q4 2018.

  • ARS Wealth Advisors reported no remaining SLB Ltd position as of Q4 2018 after selling out during the quarter.
  • ARS Wealth Advisors sold 6,810 SLB Ltd shares in Q4 2018, an estimated $415K.
  • ARS Wealth Advisors first reported a position in SLB Ltd in Q2 2014 and held it in 10 quarters.
  • ARS Wealth Advisors's SLB Ltd position peaked at $585K in Q2 2018.
  • 1,420 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2018.

Based on ARS Wealth Advisors's 13F filing for Q4 2018, filed 11 Jun 2021.