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Laird Norton Wetherby Wealth Management’s Core Laboratories CLB Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023
Q4 		– Sell
-11,530
Closed -$277K – 933
2023
Q3 		$277K Sell
11,530
-862
-7% -$21.2K 0.02% 709
2023
Q2 		$288K Sell
12,392
-1,656
-12% -$37.4K 0.02% 732
2023
Q1 		$310K Buy
14,048
+171
+1% +$4K 0.02% 691
2022
Q4 		$281K Buy
13,877
+161
+1% +$3.12K 0.02% 708
2022
Q3 		$185K Buy
13,716
+1,673
+14% +$28.2K 0.01% 808
2022
Q2 		$239K Buy
12,043
+837
+7% +$22.2K 0.02% 760
2022
Q1 		$354K Buy
11,206
+345
+3% +$9.67K 0.02% 649
2021
Q4 		$242K Buy
10,861
+179
+2% +$4.67K 0.01% 794
2021
Q3 		$296K Sell
10,682
-392
-4% -$11.9K 0.02% 713
2021
Q2 		$431K Buy
11,074
+12
+0.1% +$430 0.03% 570
2021
Q1 		$318K Buy
11,062
+317
+3% +$10.8K 0.02% 588
2020
Q4 		$285K Sell
10,745
-421
-4% -$8.6K 0.02% 682
2020
Q3 		$170K Sell
11,166
-1,768
-14% -$37.1K 0.02% 659
2020
Q2 		$263K Buy
+12,934
New +$232K 0.02% 562

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CLB Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Core Laboratories (CLB) in Q4 2023, closing a stake of 11,530 shares — an estimated $277K sold.

Laird Norton Wetherby Wealth Management first reported a position in CLB in Q2 2020 and held it in 14 quarters. The position peaked at $431K in Q2 2021. 186 funds tracked by Wall St. Rank hold CLB as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Core Laboratories position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,530 Core Laboratories shares in Q4 2023, an estimated $277K.
  • Laird Norton Wetherby Wealth Management first reported a position in Core Laboratories in Q2 2020 and held it in 14 quarters.
  • Laird Norton Wetherby Wealth Management's Core Laboratories position peaked at $431K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.