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Strategic Wealth Management’s SLB Ltd SLB Stock Holding History

Strategic 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
Q1 		– Sell
-30,245
Closed -$1.22M – 27
2019
Q4 		$1.22M Sell
30,245
-1,050
-3% -$37.5K 1.16% 18
2019
Q3 		$1.07M Buy
31,295
+195
+0.6% +$7.13K 1.01% 18
2019
Q2 		$1.24M Buy
+31,100
New +$1.25M 0.96% 23

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

Strategic Wealth Management's SLB Position: Q1 2020 in Review

Strategic Wealth Management sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 30,245 shares — an estimated $1.22M sold.

Strategic Wealth Management first reported a position in SLB in Q2 2019 and held it in 3 quarters. The position peaked at $1.24M in Q2 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Strategic Wealth Management reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 30,245 SLB Ltd shares in Q1 2020, an estimated $1.22M.
  • Strategic Wealth Management first reported a position in SLB Ltd in Q2 2019 and held it in 3 quarters.
  • Strategic Wealth Management's SLB Ltd position peaked at $1.24M in Q2 2019.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Strategic Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.