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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return