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TRUE Private Wealth Advisors’s SLB Ltd SLB Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-1,989
Closed -$43K – 619
2020
Q4 		$43K Hold
1,989
– – 0.01% 362
2020
Q3 		$31K Hold
1,989
– – 0.01% 384
2020
Q2 		$36K Hold
1,989
– – 0.01% 352
2020
Q1 		$27K Sell
1,989
-600
-23% -$17.4K 0.01% 349
2019
Q4 		$105K Buy
+2,589
New +$92.4K 0.02% 283
2019
Q3 		– Sell
-1,450
Closed -$57K – 626
2019
Q2 		$57K Buy
+1,450
New +$58.5K 0.01% 324
2018
Q4 		– Sell
-4,633
Closed -$285K – 796
2018
Q3 		$285K Sell
4,633
-16
-0.3% -$1.03K 0.04% 219
2018
Q2 		$313K Buy
4,649
+344
+8% +$23.6K 0.05% 202
2018
Q1 		$280K Buy
4,305
+41
+1% +$2.86K 0.05% 190
2017
Q4 		$289K Sell
4,264
-250
-6% -$16.2K 0.05% 184
2017
Q3 		$317K Buy
4,514
+160
+4% +$10.6K 0.07% 118
2017
Q2 		$288K Buy
4,354
+400
+10% +$28.7K 0.07% 118
2017
Q1 		$309K Sell
3,954
-318
-7% -$26K 0.07% 105
2016
Q4 		$355K Buy
4,272
+318
+8% +$26.1K 0.09% 100
2016
Q3 		$322K Sell
3,954
-308
-7% -$24.4K 0.1% 93
2016
Q2 		$337K Buy
4,262
+108
+3% +$8.28K 0.11% 88
2016
Q1 		$306K Buy
+4,154
New +$292K 0.12% 87

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 $3.37T AUM 44.26% 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

TRUE Private Wealth Advisors's SLB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of SLB Ltd (SLB) in Q1 2021, closing a stake of 1,989 shares — an estimated $43K sold.

TRUE Private Wealth Advisors first reported a position in SLB in Q1 2016 and held it in 17 quarters. The position peaked at $355K in Q4 2016. 1,124 funds tracked by Wall St. Rank hold SLB as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining SLB Ltd position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,989 SLB Ltd shares in Q1 2021, an estimated $43K.
  • TRUE Private Wealth Advisors first reported a position in SLB Ltd in Q1 2016 and held it in 17 quarters.
  • TRUE Private Wealth Advisors's SLB Ltd position peaked at $355K in Q4 2016.
  • 1,124 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.