Badgley Phelps Wealth Managers’s SLB Ltd SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,260
Closed -$606K 293
2024
Q2
$606K Sell
12,260
-83,973
-87% -$4.05M 0.02% 189
2024
Q1
$5.3M Buy
96,233
+15,349
+19% +$774K 0.13% 117
2023
Q4
$4.23M Buy
+80,884
New +$4.4M 0.12% 114

Other funds holding SLB

Badgley Phelps Wealth Managers's SLB Position: Q3 2024 in Review

Badgley Phelps Wealth Managers sold out of SLB Ltd (SLB) in Q3 2024, closing a stake of 12,260 shares — an estimated $606K sold.

Badgley Phelps Wealth Managers first reported a position in SLB in Q4 2023 and held it in 3 quarters. The position peaked at $5.3M in Q1 2024. 1,471 funds tracked by Wall St. Rank hold SLB as of Q3 2024.

  • Badgley Phelps Wealth Managers reported no remaining SLB Ltd position as of Q3 2024 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 12,260 SLB Ltd shares in Q3 2024, an estimated $606K.
  • Badgley Phelps Wealth Managers first reported a position in SLB Ltd in Q4 2023 and held it in 3 quarters.
  • Badgley Phelps Wealth Managers's SLB Ltd position peaked at $5.3M in Q1 2024.
  • 1,471 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.