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IAG Wealth Partners’s SLB Ltd SLB Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-147
Closed -$4K – 384
2020
Q4 		$4K Buy
147
+1
+0.7% +$19 ﹤0.01% 308
2020
Q3 		$3K Buy
146
+1
+0.7% +$19 ﹤0.01% 310
2020
Q2 		$3K Buy
145
+4
+3% +$70 ﹤0.01% 325
2020
Q1 		$2K Buy
141
+2
+1% +$58 ﹤0.01% 350
2019
Q4 		$6K Buy
+139
New +$4.96K ﹤0.01% 298

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAG Wealth Partners's SLB Position: Q1 2021 in Review

IAG Wealth Partners sold out of SLB Ltd (SLB) in Q1 2021, closing a stake of 147 shares — an estimated $4K sold.

IAG Wealth Partners first reported a position in SLB in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 1,124 funds tracked by Wall St. Rank hold SLB as of Q1 2021.

  • IAG Wealth Partners reported no remaining SLB Ltd position as of Q1 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 147 SLB Ltd shares in Q1 2021, an estimated $4K.
  • IAG Wealth Partners first reported a position in SLB Ltd in Q4 2019 and held it in 5 quarters.
  • IAG Wealth Partners's SLB Ltd position peaked at $6K in Q4 2019.
  • 1,124 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.