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Personal Capital Advisors’s Core Laboratories CLB Stock Holding History

Personal Capital 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
2022
Q4 		$230K Buy
+11,355
New +$220K ﹤0.01% 435
2019
Q2 		– Sell
-3,205
Closed -$221K – 326
2019
Q1 		$221K Buy
+3,205
New +$215K ﹤0.01% 307
2018
Q4 		– Sell
-3,234
Closed -$375K – 309
2018
Q3 		$375K Buy
+3,234
New +$365K ﹤0.01% 236

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Personal Capital Advisors's CLB Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Core Laboratories (CLB) in Q4 2022: 11,355 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in CLB as recently as Q1 2019.

Personal Capital Advisors first reported a position in CLB in Q3 2018 and has held it in 3 quarters since. The position peaked at $375K in Q3 2018. 161 funds tracked by Wall St. Rank hold CLB as of Q4 2022.

  • Personal Capital Advisors held 11,355 shares of Core Laboratories worth $230K as of Q4 2022.
  • Core Laboratories was a new Personal Capital Advisors position in Q4 2022.
  • Core Laboratories made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #435 holding.
  • Personal Capital Advisors first reported a position in Core Laboratories in Q3 2018 and has held it in 3 quarters since.
  • Personal Capital Advisors's Core Laboratories position peaked at $375K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.