Financial Synergies Wealth Advisors’s SLB Ltd SLB Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-2,974	Closed	-$163K	–	399
2024 Q1	$163K	Buy	2,974 +2,960	+21,143%	+$149K	0.02%	80
2023 Q4	$749	Sell	14 -2,933	-100%	-$159K	﹤0.01%	357
2023 Q3	$172K	Buy	2,947 +13	+0.4%	+$754	0.02%	69
2023 Q2	$144K	Buy	2,934 +1,620	+123%	+$77.2K	0.02%	74
2023 Q1	$64.5K	Buy	1,314 +1,300	+9,286%	+$69K	0.01%	101
2022 Q4	$749	Sell	14 -3,168	-100%	-$158K	﹤0.01%	357
2022 Q3	$114K	Buy	3,182 +122	+4%	+$4.42K	0.02%	78
2022 Q2	$109K	Buy	+3,060	New	+$128K	0.02%	82

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's SLB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of SLB Ltd (SLB) in Q2 2024, closing a stake of 2,974 shares — an estimated $163K sold.

Financial Synergies Wealth Advisors first reported a position in SLB in Q2 2022 and held it in 8 quarters. The position peaked at $172K in Q3 2023. 1,469 funds tracked by Wall St. Rank hold SLB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining SLB Ltd position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2,974 SLB Ltd shares in Q2 2024, an estimated $163K.
Financial Synergies Wealth Advisors first reported a position in SLB Ltd in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's SLB Ltd position peaked at $172K in Q3 2023.
1,469 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.