Ownership history in Activest Wealth Management Β· 16 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in SCHLUMBERGER LTD (SLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management underperformed the S&P 500 by β5.2% annually on this SLB position. Timing score: 12% (1/8 decisions correct). Average cost basis: $40.61. Maximum drawdown during holding period: β39.4%.
β Significantly underperformed the S&P 500 by 5.2% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 8 add/trim decisions correct
Best entry: $28.83 (2021 Q2) Β· Worst: $54.54 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 4 trims. Bought during 0 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size