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Legend Financial Advisors’s Core Laboratories CLB Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-85
Closed -$1.47K – 74
2024
Q4 		$1.47K Buy
+85
New +$1.64K ﹤0.01% 208
2024
Q3 		– Sell
-85
Closed -$1.73K – 181
2024
Q2 		$1.73K Buy
+85
New +$1.5K ﹤0.01% 232

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legend Financial Advisors's CLB Position: Q1 2025 in Review

Legend Financial Advisors sold out of Core Laboratories (CLB) in Q1 2025, closing a stake of 85 shares — an estimated $1.47K sold.

Legend Financial Advisors first reported a position in CLB in Q2 2024 and held it in 2 quarters. The position peaked at $1.73K in Q2 2024. 195 funds tracked by Wall St. Rank hold CLB as of Q1 2025.

  • Legend Financial Advisors reported no remaining Core Laboratories position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 85 Core Laboratories shares in Q1 2025, an estimated $1.47K.
  • Legend Financial Advisors first reported a position in Core Laboratories in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Core Laboratories position peaked at $1.73K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.