Avitas Wealth Management’s SLB Ltd SLB Stock Holding History

Avitas 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 Q4	$3.31M	Buy	86,285 +410	+0.5%	+$17.2K	0.46%	54
2024 Q3	$3.6M	Buy	85,875 +810	+1%	+$36.1K	0.51%	53
2024 Q2	$4.01M	Sell	85,065 -16,054	-16%	-$775K	0.59%	40
2024 Q1	$5.54M	Buy	101,119 +1,100	+1%	+$55.5K	0.84%	33
2023 Q4	$5.2M	Buy	100,019 +21,474	+27%	+$1.17M	0.87%	28
2023 Q3	$4.58M	Sell	78,545 -285	-0.4%	-$16.5K	0.87%	30
2023 Q2	$3.87M	Buy	78,830 +723	+0.9%	+$34.5K	0.7%	38
2023 Q1	$3.84M	Sell	78,107 -620	-0.8%	-$32.9K	0.75%	38
2022 Q4	$4.21M	Sell	78,727 -499	-0.6%	-$24.8K	0.89%	34
2022 Q3	$2.84M	Buy	+79,226	New	+$2.87M	0.65%	43

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's SLB Position: Q4 2024 in Review

Avitas Wealth Management increased its SLB Ltd (SLB) stake by 0.48% in Q4 2024, buying an estimated $17.2K and bringing the position to 86,285 shares worth $3.31M. The position accounts for 0.46% of the portfolio, ranked #54.

Avitas Wealth Management first reported a position in SLB in Q3 2022 and has held it in 10 quarters since. The position peaked at $5.54M in Q1 2024. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

Avitas Wealth Management held 86,285 shares of SLB Ltd worth $3.31M as of Q4 2024.
Avitas Wealth Management bought 410 SLB Ltd shares in Q4 2024, an estimated $17.2K.
SLB Ltd made up 0.46% of Avitas Wealth Management's portfolio in Q4 2024, its #54 holding.
Avitas Wealth Management first reported a position in SLB Ltd in Q3 2022 and has held it in 10 quarters since.
Avitas Wealth Management's SLB Ltd position peaked at $5.54M in Q1 2024.
1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.