HC Financial Advisors’s SLB Ltd SLB Stock Holding History

HC Financial 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 Q2	–	Sell	-236	Closed	-$6K	–	361
2021 Q1	$6K	Hold	236	–	–	﹤0.01%	290
2020 Q4	$5K	Sell	236 -111	-32%	-$2.1K	﹤0.01%	306
2020 Q3	$5K	Sell	347 -259	-43%	-$4.82K	﹤0.01%	317
2020 Q2	$11K	Sell	606 -3,072	-84%	-$53.8K	0.01%	228
2020 Q1	$50K	Buy	+3,678	New	+$106K	0.04%	107
2019 Q4	–	Sell	-26,378	Closed	-$901K	–	69
2019 Q3	$901K	Buy	26,378 +4,964	+23%	+$181K	0.77%	52
2019 Q2	$851K	Buy	21,414 +1,167	+6%	+$47.1K	0.85%	43
2019 Q1	$882K	Buy	+20,247	New	+$875K	0.93%	42
2018 Q4	–	Sell	-24,373	Closed	-$1.49M	–	58
2018 Q3	$1.49M	Buy	24,373 +7,444	+44%	+$479K	1.31%	33
2018 Q2	$1.14M	Buy	16,929 +1,187	+8%	+$81.5K	1.11%	41
2018 Q1	$1.02M	Sell	15,742 -1,041	-6%	-$72.7K	1.01%	43
2017 Q4	$1.13M	Buy	+16,783	New	+$1.09M	1.09%	43

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 $123B AUM 45.23% 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

HC Financial Advisors's SLB Position: Q2 2021 in Review

HC Financial Advisors sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 236 shares — an estimated $6K sold.

HC Financial Advisors first reported a position in SLB in Q4 2017 and held it in 12 quarters. The position peaked at $1.49M in Q3 2018. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

HC Financial Advisors reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
HC Financial Advisors sold 236 SLB Ltd shares in Q2 2021, an estimated $6K.
HC Financial Advisors first reported a position in SLB Ltd in Q4 2017 and held it in 12 quarters.
HC Financial Advisors's SLB Ltd position peaked at $1.49M in Q3 2018.
1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.