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Vontobel Swiss Wealth Advisors’s SLB Ltd SLB Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-16,300
Closed -$300K – 83
2020
Q2 		$300K Sell
16,300
-1,223
-7% -$21.4K 0.2% 59
2020
Q1 		$236K Buy
17,523
+23
+0.1% +$666 0.18% 78
2019
Q4 		$704K Sell
17,500
-13,238
-43% -$473K 0.46% 55
2019
Q3 		$1.05M Buy
30,738
+1,160
+4% +$42.4K 0.68% 49
2019
Q2 		$1.18M Buy
+29,578
New +$1.19M 0.63% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SLB Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of SLB Ltd (SLB) in Q3 2020, closing a stake of 16,300 shares — an estimated $300K sold.

Vontobel Swiss Wealth Advisors first reported a position in SLB in Q2 2019 and held it in 5 quarters. The position peaked at $1.18M in Q2 2019. 1,007 funds tracked by Wall St. Rank hold SLB as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining SLB Ltd position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 16,300 SLB Ltd shares in Q3 2020, an estimated $300K.
  • Vontobel Swiss Wealth Advisors first reported a position in SLB Ltd in Q2 2019 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's SLB Ltd position peaked at $1.18M in Q2 2019.
  • 1,007 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.