Wealthcare Capital Management’s SLB Ltd SLB Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-699	Closed	-$19K	–	568
2021 Q1	$19K	Buy	+699	New	+$18.4K	﹤0.01%	218
2020 Q2	–	Sell	-381	Closed	-$5K	–	213
2020 Q1	$5K	Sell	381 -95	-20%	-$2.75K	﹤0.01%	175
2019 Q4	$19K	Buy	476 +116	+32%	+$4.14K	﹤0.01%	152
2019 Q3	$12K	Sell	360 -330	-48%	-$12.1K	﹤0.01%	150
2019 Q2	$27K	Hold	690	–	–	﹤0.01%	113
2019 Q1	$30K	Hold	690	–	–	﹤0.01%	116
2018 Q4	$25K	Hold	690	–	–	﹤0.01%	118
2018 Q3	$42K	Hold	690	–	–	﹤0.01%	103
2018 Q2	$46K	Buy	690 +230	+50%	+$15.8K	0.01%	88
2018 Q1	$30K	Buy	460 +130	+39%	+$9.08K	﹤0.01%	102
2017 Q4	$22K	Sell	330 -70	-18%	-$4.54K	﹤0.01%	111
2017 Q3	$28K	Hold	400	–	–	﹤0.01%	100
2017 Q2	$26K	Sell	400 -15	-4%	-$1.07K	﹤0.01%	100
2017 Q1	$32K	Hold	415	–	–	﹤0.01%	97
2016 Q4	$35K	Hold	415	–	–	﹤0.01%	91
2016 Q3	$33K	Hold	415	–	–	﹤0.01%	90
2016 Q2	$33K	Buy	415 +7	+2%	+$537	﹤0.01%	84
2016 Q1	$30K	Hold	408	–	–	﹤0.01%	97
2015 Q4	$28K	Hold	408	–	–	﹤0.01%	105
2015 Q3	$28K	Sell	408 -140	-26%	-$11.1K	﹤0.01%	117
2015 Q2	$47K	Sell	548 -417	-43%	-$37.6K	0.01%	107
2015 Q1	$81K	Buy	965 +957	+11,963%	+$79.7K	0.01%	175
2014 Q4	$1K	Buy	+8	New	+$736	﹤0.01%	189

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's SLB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 699 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in SLB in Q4 2014 and held it in 23 quarters. The position peaked at $81K in Q1 2015. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

Wealthcare Capital Management reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 699 SLB Ltd shares in Q2 2021, an estimated $19K.
Wealthcare Capital Management first reported a position in SLB Ltd in Q4 2014 and held it in 23 quarters.
Wealthcare Capital Management's SLB Ltd position peaked at $81K in Q1 2015.
1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.