Atria Wealth Solutions’s SLB Ltd SLB Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$213K	Sell	6,298 -27,245	-81%	-$945K	﹤0.01%	1360
2025 Q1	$1.41M	Sell	33,543 -11,287	-25%	-$463K	0.02%	755
2024 Q4	$1.72M	Buy	44,830 +13,134	+41%	+$551K	0.02%	699
2024 Q3	$1.33M	Sell	31,696 -4,675	-13%	-$208K	0.01%	813
2024 Q2	$1.72M	Sell	36,371 -2,303	-6%	-$111K	0.02%	684
2024 Q1	$2.13M	Sell	38,674 -108	-0.3%	-$5.44K	0.02%	620
2023 Q4	$2.02M	Buy	38,782 +4,368	+13%	+$237K	0.03%	602
2023 Q3	$2.01M	Buy	34,414 +206	+0.6%	+$11.9K	0.03%	556
2023 Q2	$1.68M	Sell	34,208 -5,072	-13%	-$242K	0.02%	626
2023 Q1	$1.94M	Sell	39,280 -14,360	-27%	-$763K	0.03%	549
2022 Q4	$2.87M	Buy	53,640 +3,649	+7%	+$182K	0.05%	396
2022 Q3	$1.8M	Buy	+49,991	New	+$1.81M	0.03%	523
2022 Q2	–	Sell	-22,142	Closed	-$916K	–	1865
2022 Q1	$916K	Buy	+22,142	New	+$868K	0.02%	773

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management

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

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