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Level Financial Advisors’s SLB Ltd SLB Stock Holding History

Level 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
2024
Q1 		– Sell
-400
Closed -$20.8K – 227
2023
Q4 		$20.8K Hold
400
– – 0.01% 157
2023
Q3 		$23.3K Hold
400
– – 0.01% 145
2023
Q2 		$19.6K Hold
400
– – 0.01% 146
2023
Q1 		$19.6K Hold
400
– – 0.01% 135
2022
Q4 		$21K Hold
400
– – 0.01% 125
2022
Q3 		$14K Hold
400
– – 0.01% 157
2022
Q2 		$14K Hold
400
– – 0.01% 164
2022
Q1 		$17K Hold
400
– – 0.01% 135
2021
Q4 		$12K Buy
+400
New +$12.6K 0.01% 169

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Level Financial Advisors's SLB Position: Q1 2024 in Review

Level Financial Advisors sold out of SLB Ltd (SLB) in Q1 2024, closing a stake of 400 shares — an estimated $20.8K sold.

Level Financial Advisors first reported a position in SLB in Q4 2021 and held it in 9 quarters. The position peaked at $23.3K in Q3 2023. 1,534 funds tracked by Wall St. Rank hold SLB as of Q1 2024.

  • Level Financial Advisors reported no remaining SLB Ltd position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 400 SLB Ltd shares in Q1 2024, an estimated $20.8K.
  • Level Financial Advisors first reported a position in SLB Ltd in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's SLB Ltd position peaked at $23.3K in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.