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Financial Network Wealth Advisors’s Core Laboratories CLB Stock Holding History

Financial Network Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55
Closed -$1.12K – 834
2024
Q2 		$1.12K Buy
+55
New +$973 ﹤0.01% 815

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EARNEST Partners
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State Street
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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Network Wealth Advisors's CLB Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Core Laboratories (CLB) in Q3 2024, closing a stake of 55 shares — an estimated $1.12K sold.

Financial Network Wealth Advisors first reported a position in CLB in Q2 2024 and held it in 1 quarter. The position peaked at $1.12K in Q2 2024. 191 funds tracked by Wall St. Rank hold CLB as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Core Laboratories position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 55 Core Laboratories shares in Q3 2024, an estimated $1.12K.
  • Financial Network Wealth Advisors first reported a position in Core Laboratories in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Core Laboratories position peaked at $1.12K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.