HWA
SLB icon

HCR Wealth Advisors’s SLB Ltd SLB Stock Holding History

HCR 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
Q4 		– Sell
-4,275
Closed -$249K – 215
2023
Q3 		$249K Buy
+4,275
New +$248K 0.05% 140
2019
Q3 		– Sell
-6,126
Closed -$243K – 163
2019
Q2 		$243K Buy
6,126
+535
+10% +$21.6K 0.07% 139
2019
Q1 		$244K Sell
5,591
-1,444
-21% -$62.4K 0.07% 152
2018
Q4 		$254K Sell
7,035
-414
-6% -$20.4K 0.08% 135
2018
Q3 		$420K Buy
7,449
+2,914
+64% +$188K 0.14% 108
2018
Q2 		$301K Buy
4,535
+597
+15% +$41K 0.1% 139
2018
Q1 		$255K Buy
3,938
+378
+11% +$26.4K 0.09% 144
2017
Q4 		$240K Buy
+3,560
New +$231K 0.08% 148

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HCR Wealth Advisors's SLB Position: Q4 2023 in Review

HCR Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 4,275 shares — an estimated $249K sold.

HCR Wealth Advisors first reported a position in SLB in Q4 2017 and held it in 8 quarters. The position peaked at $420K in Q3 2018. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • HCR Wealth Advisors reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,275 SLB Ltd shares in Q4 2023, an estimated $249K.
  • HCR Wealth Advisors first reported a position in SLB Ltd in Q4 2017 and held it in 8 quarters.
  • HCR Wealth Advisors's SLB Ltd position peaked at $420K in Q3 2018.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.