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Curi Wealth Management’s SLB Ltd SLB Stock Holding History

Curi 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
2022
Q3 		– Sell
-221
Closed -$8K – 606
2022
Q2 		$8K Buy
221
+25
+13% +$1.04K ﹤0.01% 410
2022
Q1 		$8K Hold
196
– – ﹤0.01% 382
2021
Q4 		$5K Buy
+196
New +$6.17K ﹤0.01% 381
2021
Q1 		– Sell
-196
Closed -$4K – 420
2020
Q4 		$4K Buy
+196
New +$3.7K ﹤0.01% 314

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Curi Wealth Management's SLB Position: Q3 2022 in Review

Curi Wealth Management sold out of SLB Ltd (SLB) in Q3 2022, closing a stake of 221 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in SLB in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold SLB as of Q3 2022.

  • Curi Wealth Management reported no remaining SLB Ltd position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 221 SLB Ltd shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in SLB Ltd in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's SLB Ltd position peaked at $8K in Q2 2022.
  • 1,265 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.