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 $5.72T AUM 30.48% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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.