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Legend Financial Advisors’s SLB Ltd SLB Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-581
Closed -$22.3K – 215
2024
Q4 		$22.3K Sell
581
-10,256
-95% -$431K 0.02% 82
2024
Q3 		$455K Hold
10,837
– – 0.31% 30
2024
Q2 		$511K Buy
10,837
+313
+3% +$15.1K 0.36% 33
2024
Q1 		$577K Hold
10,524
– – 0.42% 33
2023
Q4 		$548K Sell
10,524
-134
-1% -$7.28K 0.44% 29
2023
Q3 		$621K Sell
10,658
-23
-0.2% -$1.33K 0.53% 27
2023
Q2 		$525K Buy
10,681
+10
+0.1% +$477 0.44% 32
2023
Q1 		$524K Buy
10,671
+482
+5% +$25.6K 0.44% 29
2022
Q4 		$545K Buy
+10,189
New +$507K 0.48% 24

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legend Financial Advisors's SLB Position: Q1 2025 in Review

Legend Financial Advisors sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 581 shares — an estimated $22.3K sold.

Legend Financial Advisors first reported a position in SLB in Q4 2022 and held it in 9 quarters. The position peaked at $621K in Q3 2023. 1,556 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

  • Legend Financial Advisors reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 581 SLB Ltd shares in Q1 2025, an estimated $22.3K.
  • Legend Financial Advisors first reported a position in SLB Ltd in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's SLB Ltd position peaked at $621K in Q3 2023.
  • 1,556 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.