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LGT Financial Advisors’s Core Laboratories CLB Stock Holding History

LGT 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
-868
Closed -$15K – 380
2024
Q4 		$15K Sell
868
-73
-8% -$1.41K 0.03% 368
2024
Q3 		$17.4K Hold
941
– – 0.04% 307
2024
Q2 		$19.1K Hold
941
– – 0.04% 313
2024
Q1 		$16.1K Buy
941
+770
+450% +$12.1K 0.02% 404
2023
Q4 		$3.02K Hold
171
– – ﹤0.01% 728
2023
Q3 		$4.11K Buy
+171
New +$4.2K 0.01% 666

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

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

LGT Financial Advisors sold out of Core Laboratories (CLB) in Q1 2025, closing a stake of 868 shares — an estimated $15K sold.

LGT Financial Advisors first reported a position in CLB in Q3 2023 and held it in 6 quarters. The position peaked at $19.1K in Q2 2024. 195 funds tracked by Wall St. Rank hold CLB as of Q1 2025.

  • LGT Financial Advisors reported no remaining Core Laboratories position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 868 Core Laboratories shares in Q1 2025, an estimated $15K.
  • LGT Financial Advisors first reported a position in Core Laboratories in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Core Laboratories position peaked at $19.1K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.