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Cassady Schiller Wealth Management’s SLB Ltd SLB Stock Holding History

Cassady Schiller 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 		$537 Buy
+14
New +$588 ﹤0.01% 955
2023
Q4 		– Sell
-333
Closed -$19.4K – 454
2023
Q3 		$19.4K Buy
+333
New +$19.3K 0.01% 275
2023
Q2 		– Sell
-1,050
Closed -$51.6K – 491
2023
Q1 		$51.6K Buy
+1,050
New +$55.8K 0.02% 196
2022
Q1 		– Sell
-1,077
Closed -$32K – 515
2021
Q4 		$32K Buy
+1,077
New +$33.9K 0.02% 239

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's SLB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in SLB Ltd (SLB) in Q4 2024: 14 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SLB as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in SLB in Q4 2021 and has held it in 4 quarters since. The position peaked at $51.6K in Q1 2023. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of SLB Ltd worth $537 as of Q4 2024.
  • SLB Ltd was a new Cassady Schiller Wealth Management position in Q4 2024.
  • SLB Ltd made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #955 holding.
  • Cassady Schiller Wealth Management first reported a position in SLB Ltd in Q4 2021 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's SLB Ltd position peaked at $51.6K in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.