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Northwest Financial Advisors’s Transocean RIG Stock Holding History

Northwest Financial Advisors’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-145
Closed -$616 – 435
2024
Q3 		$616 Buy
+145
New +$715 ﹤0.01% 527
2024
Q1 		– Sell
-145
Closed -$921 – 415
2023
Q4 		$921 Buy
+145
New +$970 ﹤0.01% 519

Other funds holding RIG

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwest Financial Advisors's RIG Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Transocean (RIG) in Q4 2024, closing a stake of 145 shares — an estimated $616 sold.

Northwest Financial Advisors first reported a position in RIG in Q4 2023 and held it in 2 quarters. The position peaked at $921 in Q4 2023. 446 funds tracked by Wall St. Rank hold RIG as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Transocean position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 145 Transocean shares in Q4 2024, an estimated $616.
  • Northwest Financial Advisors first reported a position in Transocean in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Transocean position peaked at $921 in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Transocean as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.