Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s SLB Ltd SLB Stock Holding History

Legacy Financial Group (Iowa)’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
-178
Closed -$10.4K – 432
2023
Q3 		$10.4K Buy
+178
New +$10.3K ﹤0.01% 332

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GQG Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SLB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 178 shares — an estimated $10.4K sold.

Legacy Financial Group (Iowa) first reported a position in SLB in Q3 2023 and held it in 1 quarter. The position peaked at $10.4K in Q3 2023. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 178 SLB Ltd shares in Q4 2023, an estimated $10.4K.
  • Legacy Financial Group (Iowa) first reported a position in SLB Ltd in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s SLB Ltd position peaked at $10.4K in Q3 2023.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.