Wealth Enhancement Advisory Services
CLB icon

Wealth Enhancement Advisory Services’s Core Laboratories CLB Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-10,694
Closed -$185K – 3012
2024
Q4 		$185K Sell
10,694
-95
-0.9% -$1.83K ﹤0.01% 2707
2024
Q3 		$200K Buy
10,789
+261
+2% +$5.24K ﹤0.01% 2453
2024
Q2 		$214K Sell
10,528
-531
-5% -$9.4K ﹤0.01% 2250
2024
Q1 		$189K Buy
+11,059
New +$174K ﹤0.01% 2213

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLB Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Core Laboratories (CLB) in Q1 2025, closing a stake of 10,694 shares — an estimated $185K sold.

Wealth Enhancement Advisory Services first reported a position in CLB in Q1 2024 and held it in 4 quarters. The position peaked at $214K in Q2 2024. 195 funds tracked by Wall St. Rank hold CLB as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Core Laboratories position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,694 Core Laboratories shares in Q1 2025, an estimated $185K.
  • Wealth Enhancement Advisory Services first reported a position in Core Laboratories in Q1 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Core Laboratories position peaked at $214K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.