EWA
SLB icon

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 – 549
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 – 600
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return