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TCI Wealth Advisors’s Core Laboratories CLB Stock Holding History

TCI Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-82
Closed -$2K – 1542
2020
Q2 		$2K Buy
+82
New +$1.47K ﹤0.01% 1036
2016
Q4 		– Sell
-7
Closed -$1K – 1368
2016
Q3 		$1K Buy
+7
New +$806 ﹤0.01% 1098

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's CLB Position: Q3 2020 in Review

TCI Wealth Advisors sold out of Core Laboratories (CLB) in Q3 2020, closing a stake of 82 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CLB in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 187 funds tracked by Wall St. Rank hold CLB as of Q3 2020.

  • TCI Wealth Advisors reported no remaining Core Laboratories position as of Q3 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 82 Core Laboratories shares in Q3 2020, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Core Laboratories in Q3 2016 and held it in 2 quarters.
  • TCI Wealth Advisors's Core Laboratories position peaked at $2K in Q2 2020.
  • 187 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.