Measured Wealth Private Client Group’s Weatherford International WFRD Stock Holding History

Measured Wealth Private Client Group’s Portfolio WFRD Stock Details WFRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,428	Closed	-$542K	–	207
2024 Q2	$542K	Buy	4,428 +406	+10%	+$48.5K	0.19%	82
2024 Q1	$464K	Buy	4,022 +238	+6%	+$24.1K	0.16%	101
2023 Q4	$370K	Buy	3,784 +500	+15%	+$46.5K	0.14%	114
2023 Q3	$297K	Buy	+3,284	New	+$277K	0.12%	123

Other funds holding WFRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's WFRD Position: Q3 2024 in Review

Measured Wealth Private Client Group sold out of Weatherford International (WFRD) in Q3 2024, closing a stake of 4,428 shares — an estimated $542K sold.

Measured Wealth Private Client Group first reported a position in WFRD in Q3 2023 and held it in 4 quarters. The position peaked at $542K in Q2 2024. 378 funds tracked by Wall St. Rank hold WFRD as of Q3 2024.

Measured Wealth Private Client Group reported no remaining Weatherford International position as of Q3 2024 after selling out during the quarter.
Measured Wealth Private Client Group sold 4,428 Weatherford International shares in Q3 2024, an estimated $542K.
Measured Wealth Private Client Group first reported a position in Weatherford International in Q3 2023 and held it in 4 quarters.
Measured Wealth Private Client Group's Weatherford International position peaked at $542K in Q2 2024.
378 funds tracked by Wall St. Rank held Weatherford International as of Q3 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2024, filed 28 Oct 2024.