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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return