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Realta Investment Advisors’s SLB Ltd SLB Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-8,737
Closed -$316K – 1207
2019
Q4 		$316K Buy
8,737
+1,273
+17% +$45.5K 0.09% 257
2019
Q3 		$255K Sell
7,464
-751
-9% -$27.4K 0.07% 283
2019
Q2 		$325K Buy
8,215
+7,063
+613% +$285K 0.09% 242
2019
Q1 		$48K Buy
+1,152
New +$49.8K 0.02% 557

Other funds holding SLB

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Realta Investment Advisors's SLB Position: Q1 2020 in Review

Realta Investment Advisors sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 8,737 shares — an estimated $316K sold.

Realta Investment Advisors first reported a position in SLB in Q1 2019 and held it in 4 quarters. The position peaked at $325K in Q2 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Realta Investment Advisors reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 8,737 SLB Ltd shares in Q1 2020, an estimated $316K.
  • Realta Investment Advisors first reported a position in SLB Ltd in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's SLB Ltd position peaked at $325K in Q2 2019.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.