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Wealthspire Advisors (Maryland)’s SLB Ltd SLB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$280K Buy
17,991
+5,906
+49% +$110K 0.01% 356
2020
Q2 		$222K Buy
+12,085
New +$212K 0.02% 399
2020
Q1 		– Sell
-7,342
Closed -$295K – 499
2019
Q4 		$295K Buy
7,342
+1,059
+17% +$37.8K 0.02% 380
2019
Q3 		$215K Buy
6,283
+1,023
+19% +$37.4K 0.02% 420
2019
Q2 		$209K Sell
5,260
-3,330
-39% -$134K 0.02% 430
2019
Q1 		$374K Buy
8,590
+1,845
+27% +$79.7K 0.03% 303
2018
Q4 		$243K Sell
6,745
-6,544
-49% -$323K 0.02% 367
2018
Q3 		$810K Sell
13,289
-1,917
-13% -$123K 0.07% 170
2018
Q2 		$1.02M Sell
15,206
-1,119
-7% -$76.8K 0.09% 129
2018
Q1 		$1.06M Buy
16,325
+2,193
+16% +$153K 0.1% 125
2017
Q4 		$952K Sell
14,132
-2,877
-17% -$186K 0.09% 140
2017
Q3 		$1.19M Buy
17,009
+1,994
+13% +$132K 0.13% 114
2017
Q2 		$989K Buy
15,015
+3,626
+32% +$260K 0.12% 120
2017
Q1 		$890K Buy
11,389
+194
+2% +$15.9K 0.13% 109
2016
Q4 		$940K Buy
11,195
+233
+2% +$19.1K 0.14% 105
2016
Q3 		$862K Sell
10,962
-1,259
-10% -$99.9K 0.13% 110
2016
Q2 		$966K Buy
12,221
+2,496
+26% +$191K 0.16% 96
2016
Q1 		$717K Sell
9,725
-2,868
-23% -$202K 0.13% 119
2015
Q4 		$878K Buy
+12,593
New +$943K 0.16% 95

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

Wealthspire Advisors (Maryland)'s SLB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its SLB Ltd (SLB) stake by 49% in Q3 2020, buying an estimated $110K and bringing the position to 17,991 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #356.

Wealthspire Advisors (Maryland) first reported a position in SLB in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2017. 1,007 funds tracked by Wall St. Rank hold SLB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,991 shares of SLB Ltd worth $280K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 5,906 SLB Ltd shares in Q3 2020, an estimated $110K.
  • SLB Ltd made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #356 holding.
  • Wealthspire Advisors (Maryland) first reported a position in SLB Ltd in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s SLB Ltd position peaked at $1.19M in Q3 2017.
  • 1,007 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.