Evolution Wealth Advisors’s SLB Ltd SLB Stock Holding History

Evolution 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
2021 Q4	–	Sell	-226	Closed	-$7K	–	546
2021 Q3	$7K	Hold	226	–	–	﹤0.01%	461
2021 Q2	$7K	Hold	226	–	–	﹤0.01%	464
2021 Q1	$6K	Hold	226	–	–	﹤0.01%	507
2020 Q4	$5K	Sell	226 -1,109	-83%	-$20.9K	﹤0.01%	454
2020 Q3	$21K	Buy	1,335 +1,109	+491%	+$20.6K	0.01%	267
2020 Q2	$4K	Buy	+226	New	+$3.96K	﹤0.01%	402
2020 Q1	–	Sell	-152	Closed	-$6K	–	599
2019 Q4	$6K	Buy	+152	New	+$5.43K	﹤0.01%	381
2019 Q3	–	Sell	-244	Closed	-$10K	–	575
2019 Q2	$10K	Buy	+244	New	+$9.84K	﹤0.01%	176

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Evolution Wealth Advisors's SLB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 226 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in SLB in Q2 2019 and held it in 8 quarters. The position peaked at $21K in Q3 2020. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

Evolution Wealth Advisors reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 226 SLB Ltd shares in Q4 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in SLB Ltd in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's SLB Ltd position peaked at $21K in Q3 2020.
1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.