Certified Advisory Corp’s SLB Ltd SLB Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-452	Closed	-$12K	–	641
2021 Q1	$12K	Buy	+452	New	+$11.9K	﹤0.01%	574
2020 Q2	$3K	Sell	168 -139	-45%	-$2.44K	﹤0.01%	683
2020 Q1	$4K	Buy	307 +3	+1%	+$87	﹤0.01%	643
2019 Q4	$12K	Buy	304 +5	+2%	+$179	﹤0.01%	569
2019 Q3	$11K	Buy	299 +3	+1%	+$110	﹤0.01%	577
2019 Q2	$12K	Sell	296 -42	-12%	-$1.69K	﹤0.01%	569
2019 Q1	$15K	Buy	338 +4	+1%	+$173	0.01%	498
2018 Q4	$12K	Sell	334 -741	-69%	-$36.6K	0.01%	515
2018 Q3	$65K	Sell	1,075 -333	-24%	-$21.4K	0.03%	262
2018 Q2	$94K	Sell	1,408 -136	-9%	-$9.34K	0.05%	201
2018 Q1	$99K	Buy	1,544 +1,220	+377%	+$85.2K	0.06%	194
2017 Q4	$21K	Buy	+324	New	+$21K	0.02%	366

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Certified Advisory Corp's SLB Position: Q2 2021 in Review

Certified Advisory Corp sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 452 shares — an estimated $12K sold.

Certified Advisory Corp first reported a position in SLB in Q4 2017 and held it in 12 quarters. The position peaked at $99K in Q1 2018. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

Certified Advisory Corp reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 452 SLB Ltd shares in Q2 2021, an estimated $12K.
Certified Advisory Corp first reported a position in SLB Ltd in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's SLB Ltd position peaked at $99K in Q1 2018.
1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.