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Insight Wealth Partners’s SLB Ltd SLB Stock Holding History

Insight 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
2020
Q4 		– Sell
-20,000
Closed -$41K – 56
2020
Q3 		$41K Hold
20,000
– – 0.04% 49
2020
Q2 		$103K Hold
20,000
– – 0.11% 38
2020
Q1 		$58K Buy
+20,000
New +$579K 0.08% 36

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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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Insight Wealth Partners's SLB Position: Q4 2020 in Review

Insight Wealth Partners sold out of SLB Ltd (SLB) in Q4 2020, closing a stake of 180 shares — an estimated $3K sold.

Insight Wealth Partners first reported a position in SLB in Q4 2019 and held it in 4 quarters. The position peaked at $542K in Q4 2019. 1,061 funds tracked by Wall St. Rank hold SLB as of Q4 2020.

  • Insight Wealth Partners reported no remaining SLB Ltd position as of Q4 2020 after selling out during the quarter.
  • Insight Wealth Partners sold 180 SLB Ltd shares in Q4 2020, an estimated $3K.
  • Insight Wealth Partners first reported a position in SLB Ltd in Q4 2019 and held it in 4 quarters.
  • Insight Wealth Partners's SLB Ltd position peaked at $542K in Q4 2019.
  • 1,061 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2020.

Based on Insight Wealth Partners's 13F filing for Q4 2020, filed 19 Jan 2021.