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Heritage Wealth Management (Arizona)’s SLB Ltd SLB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$25.8K Buy
482
+305
+172% +$15.2K ﹤0.01% 619
2022
Q3 		$6K Hold
177
– – ﹤0.01% 739
2022
Q2 		$6.33K Hold
177
– – ﹤0.01% 737
2022
Q1 		$7K Buy
+177
New +$6.94K ﹤0.01% 764
2021
Q3 		$5K Hold
177
– – ﹤0.01% 741
2021
Q2 		$6K Sell
177
-77
-30% -$2.37K ﹤0.01% 730
2021
Q1 		$7K Buy
+254
New +$6.69K ﹤0.01% 612

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 $3.38T AUM 44.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SLB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SLB Ltd (SLB) stake by 172% in Q4 2022, buying an estimated $15.2K and bringing the position to 482 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Heritage Wealth Management (Arizona) first reported a position in SLB in Q1 2021 and has held it in 7 quarters since. 1,443 funds tracked by Wall St. Rank hold SLB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 482 shares of SLB Ltd worth $25.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 305 SLB Ltd shares in Q4 2022, an estimated $15.2K.
  • SLB Ltd made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #619 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SLB Ltd in Q1 2021 and has held it in 7 quarters since.
  • 1,443 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.