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Congress Wealth Management’s Weatherford International WFRD Stock Holding History

Congress Wealth Management’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
2025
Q1 		– Sell
-67,077
Closed -$4.8M – 1130
2024
Q4 		$4.8M Sell
67,077
-32,789
-33% -$2.69M 0.07% 285
2024
Q3 		$8.48M Buy
99,866
+141
+0.1% +$15.2K 0.11% 232
2024
Q2 		$12.2M Buy
+99,725
New +$11.9M 0.19% 149

Other funds holding WFRD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's WFRD Position: Q1 2025 in Review

Congress Wealth Management sold out of Weatherford International (WFRD) in Q1 2025, closing a stake of 67,077 shares — an estimated $4.8M sold.

Congress Wealth Management first reported a position in WFRD in Q2 2024 and held it in 3 quarters. The position peaked at $12.2M in Q2 2024. 344 funds tracked by Wall St. Rank hold WFRD as of Q1 2025.

  • Congress Wealth Management reported no remaining Weatherford International position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 67,077 Weatherford International shares in Q1 2025, an estimated $4.8M.
  • Congress Wealth Management first reported a position in Weatherford International in Q2 2024 and held it in 3 quarters.
  • Congress Wealth Management's Weatherford International position peaked at $12.2M in Q2 2024.
  • 344 funds tracked by Wall St. Rank held Weatherford International as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.