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Clearview Wealth Advisors’s SLB Ltd SLB Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-681
Closed -$33.5K – 540
2023
Q2 		$33.5K Buy
681
+4
+0.6% +$191 0.03% 219
2023
Q1 		$33.3K Sell
677
-23
-3% -$1.22K 0.03% 223
2022
Q4 		$37.5K Sell
700
-23
-3% -$1.15K 0.03% 183
2022
Q3 		$26K Buy
723
+673
+1,346% +$24.4K 0.02% 228
2022
Q2 		$2K Buy
+50
New +$2.08K ﹤0.01% 506

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's SLB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of SLB Ltd (SLB) in Q3 2023, closing a stake of 681 shares — an estimated $33.5K sold.

Clearview Wealth Advisors first reported a position in SLB in Q2 2022 and held it in 5 quarters. The position peaked at $37.5K in Q4 2022. 1,502 funds tracked by Wall St. Rank hold SLB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining SLB Ltd position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 681 SLB Ltd shares in Q3 2023, an estimated $33.5K.
  • Clearview Wealth Advisors first reported a position in SLB Ltd in Q2 2022 and held it in 5 quarters.
  • Clearview Wealth Advisors's SLB Ltd position peaked at $37.5K in Q4 2022.
  • 1,502 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.