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Polaris Wealth Advisory Group’s SLB Ltd SLB Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-529,638
Closed -$13.2M – 201
2020
Q4 		$13.2M Buy
+529,638
New +$9.99M 0.98% 39
2020
Q1 		– Sell
-554,366
Closed -$21.5M – 171
2019
Q4 		$21.5M Buy
+554,366
New +$19.8M 1.43% 34
2018
Q4 		– Sell
-738
Closed -$45K – 400
2018
Q3 		$45K Buy
+738
New +$47.5K ﹤0.01% 259

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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's SLB Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of SLB Ltd (SLB) in Q1 2021, closing a stake of 529,638 shares — an estimated $13.2M sold.

Polaris Wealth Advisory Group first reported a position in SLB in Q3 2018 and held it in 3 quarters. The position peaked at $21.5M in Q4 2019. 1,124 funds tracked by Wall St. Rank hold SLB as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining SLB Ltd position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 529,638 SLB Ltd shares in Q1 2021, an estimated $13.2M.
  • Polaris Wealth Advisory Group first reported a position in SLB Ltd in Q3 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's SLB Ltd position peaked at $21.5M in Q4 2019.
  • 1,124 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.