High Net Worth Advisory Group’s SLB Ltd SLB Stock Holding History

High Net Worth Advisory Group’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	-4,468	Closed	-$260K	–	205
2023 Q3	$260K	Buy	+4,468	New	+$259K	0.1%	151
2023 Q1	–	Sell	-1,316	Closed	-$70.4K	–	512
2022 Q4	$70.4K	Hold	1,316	–	–	0.03%	282
2022 Q3	$47K	Hold	1,316	–	–	0.02%	340
2022 Q2	$47K	Buy	+1,316	New	+$54.9K	0.02%	335

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

High Net Worth Advisory Group's SLB Position: Q4 2023 in Review

High Net Worth Advisory Group sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 4,468 shares — an estimated $260K sold.

High Net Worth Advisory Group first reported a position in SLB in Q2 2022 and held it in 4 quarters. The position peaked at $260K in Q3 2023. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

High Net Worth Advisory Group reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 4,468 SLB Ltd shares in Q4 2023, an estimated $260K.
High Net Worth Advisory Group first reported a position in SLB Ltd in Q2 2022 and held it in 4 quarters.
High Net Worth Advisory Group's SLB Ltd position peaked at $260K in Q3 2023.
1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on High Net Worth Advisory Group's 13F filing for Q4 2023, filed 8 Jan 2024.