9WM
SLB icon

9258 Wealth Management’s SLB Ltd SLB Stock Holding History

9258 Wealth 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
2024
Q3 		$265K Hold
6,319
– – 0.04% 289
2024
Q2 		$298K Buy
6,319
+434
+7% +$20.9K 0.05% 269
2024
Q1 		$323K Buy
5,885
+154
+3% +$7.76K 0.05% 260
2023
Q4 		$298K Buy
5,731
+41
+0.7% +$2.23K 0.05% 255
2023
Q3 		$332K Buy
5,690
+750
+15% +$43.5K 0.06% 232
2023
Q2 		$243K Sell
4,940
-8
-0.2% -$381 0.05% 282
2023
Q1 		$243K Sell
4,948
-14
-0.3% -$743 0.05% 279
2022
Q4 		$265K Sell
4,962
-2,173
-30% -$108K 0.06% 263
2022
Q3 		$256K Sell
7,135
-123
-2% -$4.46K 0.07% 266
2022
Q2 		$260K Sell
7,258
-327
-4% -$13.6K 0.07% 279
2022
Q1 		$313K Sell
7,585
-1,585
-17% -$62.1K 0.07% 267
2021
Q4 		$275K Sell
9,170
-159
-2% -$5.01K 0.06% 305
2021
Q3 		$277K Sell
9,329
-290
-3% -$8.31K 0.07% 276
2021
Q2 		$308K Buy
9,619
+1,508
+19% +$46.3K 0.08% 256
2021
Q1 		$221K Buy
+8,111
New +$214K 0.07% 293
2020
Q1 		– Sell
-11,133
Closed -$448K – 312
2019
Q4 		$448K Buy
11,133
+661
+6% +$23.6K 0.16% 163
2019
Q3 		$358K Buy
10,472
+867
+9% +$31.7K 0.28% 117
2019
Q2 		$382K Sell
9,605
-363
-4% -$14.6K 0.31% 110
2019
Q1 		$434K Buy
9,968
+1,394
+16% +$60.3K 0.37% 92
2018
Q4 		$309K Buy
+8,574
New +$423K 0.3% 111

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's SLB Position: Q3 2024 in Review

9258 Wealth Management held its SLB Ltd (SLB) position steady in Q3 2024 at 6,319 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #289.

9258 Wealth Management first reported a position in SLB in Q4 2018 and has held it in 20 quarters since. The position peaked at $448K in Q4 2019. 1,471 funds tracked by Wall St. Rank hold SLB as of Q3 2024.

  • 9258 Wealth Management held 6,319 shares of SLB Ltd worth $265K as of Q3 2024.
  • 9258 Wealth Management left its SLB Ltd share count unchanged in Q3 2024.
  • SLB Ltd made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #289 holding.
  • 9258 Wealth Management first reported a position in SLB Ltd in Q4 2018 and has held it in 20 quarters since.
  • 9258 Wealth Management's SLB Ltd position peaked at $448K in Q4 2019.
  • 1,471 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.