IBEX Wealth Advisors’s SLB Ltd SLB Stock Holding History

IBEX 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
2021 Q4	–	Sell	-181	Closed	-$5K	–	389
2021 Q3	$5K	Buy	+181	New	+$5.19K	﹤0.01%	404
2017 Q1	–	Sell	-102	Closed	-$9K	–	332
2016 Q4	$9K	Buy	+102	New	+$8.36K	﹤0.01%	307

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's SLB Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 181 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in SLB in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 1,173 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

IBEX Wealth Advisors reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 181 SLB Ltd shares in Q4 2021, an estimated $5K.
IBEX Wealth Advisors first reported a position in SLB Ltd in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's SLB Ltd position peaked at $9K in Q4 2016.
1,173 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.