Balboa Wealth Partners’s SLB Ltd SLB Stock Holding History

Balboa Wealth Partners’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
2023 Q4	–	Sell	-4,465	Closed	-$260K	–	315
2023 Q3	$260K	Buy	+4,465	New	+$259K	0.1%	177

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Balboa Wealth Partners's SLB Position: Q4 2023 in Review

Balboa Wealth Partners sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 4,465 shares — an estimated $260K sold.

Balboa Wealth Partners first reported a position in SLB in Q3 2023 and held it in 1 quarter. The position peaked at $260K in Q3 2023. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

Balboa Wealth Partners reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
Balboa Wealth Partners sold 4,465 SLB Ltd shares in Q4 2023, an estimated $260K.
Balboa Wealth Partners first reported a position in SLB Ltd in Q3 2023 and held it in 1 quarter.
Balboa Wealth Partners's SLB Ltd position peaked at $260K in Q3 2023.
1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.