Point View Wealth Management’s SLB Ltd SLB Stock Holding History

Point View Wealth Management’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
2020 Q4	$2.17M	Sell	99,322 -1,762	-2%	-$33.3K	0.88%	27
2020 Q3	$1.57M	Buy	101,084 +17,705	+21%	+$329K	0.74%	36
2020 Q2	$1.53M	Sell	83,379 -16,492	-17%	-$289K	0.74%	36
2020 Q1	$1.35M	Buy	99,871 +50,781	+103%	+$1.47M	0.74%	37
2019 Q4	$1.97M	Sell	49,090 -3,154	-6%	-$113K	0.82%	32
2019 Q3	$1.78M	Buy	+52,244	New	+$1.91M	0.81%	34
2018 Q4	–	Sell	-4,297	Closed	-$262K	–	269
2018 Q3	$262K	Buy	4,297 +1,241	+41%	+$79.9K	0.12%	212
2018 Q2	$205K	Buy	+3,056	New	+$210K	0.1%	232
2018 Q1	–	Sell	-3,535	Closed	-$238K	–	266
2017 Q4	$238K	Buy	+3,535	New	+$229K	0.11%	211
2017 Q2	–	Sell	-2,574	Closed	-$201K	–	262
2017 Q1	$201K	Buy	2,574 +160	+7%	+$13.1K	0.1%	225
2016 Q4	$203K	Buy	+2,414	New	+$198K	0.12%	212

Other funds holding SLB

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Point View Wealth Management's SLB Position: Q4 2020 in Review

Point View Wealth Management reduced its SLB Ltd (SLB) stake by 1.7% in Q4 2020, selling an estimated $33.3K and leaving 99,322 shares worth $2.17M. The position accounts for 0.88% of the portfolio, ranked #27.

Point View Wealth Management first reported a position in SLB in Q4 2016 and has held it in 11 quarters since. 1,061 funds tracked by Wall St. Rank hold SLB as of Q4 2020.

Point View Wealth Management held 99,322 shares of SLB Ltd worth $2.17M as of Q4 2020.
Point View Wealth Management sold 1,762 SLB Ltd shares in Q4 2020, an estimated $33.3K.
SLB Ltd made up 0.88% of Point View Wealth Management's portfolio in Q4 2020, its #27 holding.
Point View Wealth Management first reported a position in SLB Ltd in Q4 2016 and has held it in 11 quarters since.
1,061 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.