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MPS Loria Financial Planners’s SLB Ltd SLB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-131
Closed -$3K – 487
2021
Q1 		$3K Hold
131
– – ﹤0.01% 406
2020
Q4 		$3K Buy
+131
New +$2.47K ﹤0.01% 428
2020
Q3 		– Sell
-1,232
Closed -$23K – 344
2020
Q2 		$23K Buy
+1,232
New +$21.6K 0.01% 188
2017
Q3 		– Sell
-2,747
Closed -$174K – 285
2017
Q2 		$174K Buy
+2,747
New +$197K 0.12% 79

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's SLB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 131 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in SLB in Q2 2017 and held it in 4 quarters. The position peaked at $174K in Q2 2017. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 131 SLB Ltd shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in SLB Ltd in Q2 2017 and held it in 4 quarters.
  • MPS Loria Financial Planners's SLB Ltd position peaked at $174K in Q2 2017.
  • 1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.