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Lenox Wealth Advisors’s SLB Ltd SLB Stock Holding History

Lenox Wealth 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
2022
Q1 		$3K Buy
71
+56
+373% +$2.19K ﹤0.01% 620
2021
Q4 		$0 Hold
15
– – ﹤0.01% 1002
2021
Q3 		$0 Sell
15
-137
-90% -$3.92K ﹤0.01% 781
2021
Q2 		$5K Hold
152
– – ﹤0.01% 561
2021
Q1 		$4K Buy
152
+15
+11% +$395 ﹤0.01% 544
2020
Q4 		$3K Hold
137
– – ﹤0.01% 562
2020
Q3 		$2K Hold
137
– – ﹤0.01% 526
2020
Q2 		$3K Hold
137
– – ﹤0.01% 494
2020
Q1 		$2K Sell
137
-26
-16% -$752 ﹤0.01% 616
2019
Q4 		$7K Sell
163
-38
-19% -$1.36K ﹤0.01% 450
2019
Q3 		$7K Buy
+201
New +$7.35K ﹤0.01% 387
2019
Q2 		– Sell
-210
Closed -$9K – 557
2019
Q1 		$9K Buy
+210
New +$9.08K ﹤0.01% 284
2018
Q2 		– Sell
-500
Closed -$32K – 635
2018
Q1 		$32K Buy
+500
New +$34.9K 0.01% 213
2017
Q1 		– Sell
-92
Closed -$8K – 112
2016
Q4 		$8K Hold
92
– – ﹤0.01% 98
2016
Q3 		$7K Sell
92
-54
-37% -$4.29K ﹤0.01% 176
2016
Q2 		$12K Buy
146
+1
+0.7% +$77 ﹤0.01% 161
2016
Q1 		$11K Sell
145
-182
-56% -$12.8K ﹤0.01% 162
2015
Q4 		$23K Buy
327
+234
+252% +$17.5K 0.01% 126
2015
Q3 		$6K Buy
93
+1
+1% +$79 ﹤0.01% 234
2015
Q2 		$8K Hold
92
– – ﹤0.01% 165
2015
Q1 		$8K Hold
92
– – ﹤0.01% 181
2014
Q4 		$8K Buy
92
+40
+77% +$3.68K ﹤0.01% 187
2014
Q3 		$5K Sell
52
-129
-71% -$14.1K ﹤0.01% 238
2014
Q2 		$21K Buy
181
+130
+255% +$13.4K 0.01% 102
2014
Q1 		$5K Sell
51
-37
-42% -$3.35K ﹤0.01% 168
2013
Q4 		$8K Sell
88
-33
-27% -$2.98K 0.01% 195
2013
Q3 		$11K Sell
121
-210
-63% -$17.3K 0.01% 98
2013
Q2 		$24K Buy
+331
New +$24.5K 0.03% 61

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Advisors's SLB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its SLB Ltd (SLB) stake by 373% in Q1 2022, buying an estimated $2.19K and bringing the position to 71 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Lenox Wealth Advisors first reported a position in SLB in Q2 2013 and has held it in 28 quarters since. The position peaked at $32K in Q1 2018. 1,289 funds tracked by Wall St. Rank hold SLB as of Q1 2022.

  • Lenox Wealth Advisors held 71 shares of SLB Ltd worth $3K as of Q1 2022.
  • Lenox Wealth Advisors bought 56 SLB Ltd shares in Q1 2022, an estimated $2.19K.
  • SLB Ltd made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #620 holding.
  • Lenox Wealth Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 28 quarters since.
  • Lenox Wealth Advisors's SLB Ltd position peaked at $32K in Q1 2018.
  • 1,289 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.