FP
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Fiduciary Planning’s SLB Ltd SLB Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-1,697
Closed -$46K – 232
2021
Q1 		$46K Sell
1,697
-12,902
-88% -$340K 0.07% 79
2020
Q4 		$319K Sell
14,599
-24,410
-63% -$461K 0.45% 41
2020
Q3 		$607K Buy
39,009
+7,166
+23% +$133K 1% 32
2020
Q2 		$578K Buy
+31,843
New +$558K 1.27% 28

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Planning's SLB Position: Q2 2021 in Review

Fiduciary Planning sold out of SLB Ltd (SLB) in Q2 2021, closing a stake of 1,697 shares — an estimated $46K sold.

Fiduciary Planning first reported a position in SLB in Q2 2020 and held it in 4 quarters. The position peaked at $607K in Q3 2020. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

  • Fiduciary Planning reported no remaining SLB Ltd position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 1,697 SLB Ltd shares in Q2 2021, an estimated $46K.
  • Fiduciary Planning first reported a position in SLB Ltd in Q2 2020 and held it in 4 quarters.
  • Fiduciary Planning's SLB Ltd position peaked at $607K in Q3 2020.
  • 1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.