Amplius Wealth Advisors’s SLB Ltd SLB Stock Holding History

Amplius Wealth 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
2022 Q1	–	Sell	-400	Closed	-$11K	–	766
2021 Q4	$11K	Buy	+400	New	+$12.6K	﹤0.01%	595

Other funds holding SLB

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

BlackRock New York $5.72T 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Amplius Wealth Advisors's SLB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of SLB Ltd (SLB) in Q1 2022, closing a stake of 400 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in SLB in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold SLB as of Q1 2022.

Amplius Wealth Advisors reported no remaining SLB Ltd position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 400 SLB Ltd shares in Q1 2022, an estimated $11K.
Amplius Wealth Advisors first reported a position in SLB Ltd in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's SLB Ltd position peaked at $11K in Q4 2021.
1,288 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.