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Steward Financial Group’s Weatherford International WFRD Stock Holding History

Steward Financial Group’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+34
New +$2.87K ﹤0.01% 900
2023
Q2 		– Sell
-26
Closed -$1K – 1007
2023
Q1 		$1K Buy
26
+18
+225% +$1.05K ﹤0.01% 672
2022
Q4 		$0 Buy
+8
New +$330 ﹤0.01% 833

Other funds holding WFRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's WFRD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Weatherford International (WFRD) in Q3 2023: 34 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WFRD as recently as Q1 2023.

Steward Financial Group first reported a position in WFRD in Q4 2022 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold WFRD as of Q3 2023.

  • Steward Financial Group held 34 shares of Weatherford International worth $3K as of Q3 2023.
  • Weatherford International was a new Steward Financial Group position in Q3 2023.
  • Weatherford International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #900 holding.
  • Steward Financial Group first reported a position in Weatherford International in Q4 2022 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Weatherford International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.