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Wealthstreet Investment Advisors’s SLB Ltd SLB Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-79,853
Closed -$2.17M – 281
2021
Q1 		$2.17M Buy
79,853
+225
+0.3% +$5.92K 0.21% 111
2020
Q4 		$1.74M Buy
79,628
+13,228
+20% +$250K 0.18% 125
2020
Q3 		$1.03M Sell
66,400
-11,100
-14% -$206K 0.12% 149
2020
Q2 		$1.43M Buy
77,500
+5,300
+7% +$92.9K 0.17% 118
2020
Q1 		$974K Buy
72,200
+36,650
+103% +$1.06M 0.14% 129
2019
Q4 		$1.43M Buy
35,550
+21,265
+149% +$759K 0.17% 121
2019
Q3 		$497K Sell
14,285
-850
-6% -$31.1K 0.06% 225
2019
Q2 		$601K Sell
15,135
-800
-5% -$32.3K 0.08% 200
2019
Q1 		$694K Hold
15,935
– – 0.09% 181
2018
Q4 		$705K Sell
15,935
-4,580
-22% -$226K 0.1% 175
2018
Q3 		$1.25M Sell
20,515
-300
-1% -$19.3K 0.15% 136
2018
Q2 		$1.4M Buy
20,815
+2,100
+11% +$144K 0.18% 123
2018
Q1 		$1.21M Buy
18,715
+800
+4% +$55.9K 0.15% 135
2017
Q4 		$1.21M Buy
+17,915
New +$1.16M 0.15% 143

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's SLB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 79,853 shares — an estimated $2.17M sold.

Wealthstreet Investment Advisors first reported a position in SLB in Q4 2017 and held it in 14 quarters. The position peaked at $2.17M in Q1 2021. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 79,853 SLB Ltd shares in Q2 2021, an estimated $2.17M.
  • Wealthstreet Investment Advisors first reported a position in SLB Ltd in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's SLB Ltd position peaked at $2.17M in Q1 2021.
  • 1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.