Lake Point Wealth Management’s SLB Ltd SLB Stock Holding History

Lake Point Wealth Management’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 Q2	$100K	Hold	2,800	–	–	0.06%	42
2022 Q1	$116K	Hold	2,800	–	–	0.05%	36
2021 Q4	$84K	Hold	2,800	–	–	0.04%	49
2021 Q3	$83K	Hold	2,800	–	–	0.04%	45
2021 Q2	$90K	Buy	+2,800	New	+$86K	0.04%	44
2020 Q1	$38K	Buy	2,799 +8	+0.3%	+$232	0.03%	53
2019 Q4	$112K	Buy	+2,791	New	+$99.7K	0.04%	70
2019 Q2	$111K	Hold	2,786	–	–	0.04%	72
2019 Q1	$111K	Hold	2,786	–	–	0.04%	72
2018 Q4	$101K	Buy	+2,786	New	+$137K	0.04%	210

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Lake Point Wealth Management's SLB Position: Q2 2022 in Review

Lake Point Wealth Management held its SLB Ltd (SLB) position steady in Q2 2022 at 2,800 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #42.

Lake Point Wealth Management first reported a position in SLB in Q4 2018 and has held it in 10 quarters since. The position peaked at $116K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold SLB as of Q2 2022.

Lake Point Wealth Management held 2,800 shares of SLB Ltd worth $100K as of Q2 2022.
Lake Point Wealth Management left its SLB Ltd share count unchanged in Q2 2022.
SLB Ltd made up 0.06% of Lake Point Wealth Management's portfolio in Q2 2022, its #42 holding.
Lake Point Wealth Management first reported a position in SLB Ltd in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's SLB Ltd position peaked at $116K in Q1 2022.
1,263 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.