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Mount Yale Investment Advisors’s Weatherford International WFRD Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-545
Closed -$27.4K – 1603
2025
Q2 		$27.4K Buy
+545
New +$25.3K ﹤0.01% 974
2025
Q1 		– Sell
-2,853
Closed -$204K – 591
2024
Q4 		$204K Sell
2,853
-4,586
-62% -$376K 0.02% 522
2024
Q3 		$632K Sell
7,439
-319
-4% -$34.4K 0.06% 292
2024
Q2 		$950K Buy
+7,758
New +$926K 0.08% 214

Other funds holding WFRD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's WFRD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Weatherford International (WFRD) in Q3 2025, closing a stake of 545 shares — an estimated $27.4K sold.

Mount Yale Investment Advisors first reported a position in WFRD in Q2 2024 and held it in 4 quarters. The position peaked at $950K in Q2 2024. 349 funds tracked by Wall St. Rank hold WFRD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Weatherford International position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 545 Weatherford International shares in Q3 2025, an estimated $27.4K.
  • Mount Yale Investment Advisors first reported a position in Weatherford International in Q2 2024 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Weatherford International position peaked at $950K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held Weatherford International as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.