LWM
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Liberty Wealth Management’s SLB Ltd SLB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,047
Closed -$32K – 949
2021
Q3 		$32K Buy
1,047
+351
+50% +$10.1K 0.01% 527
2021
Q2 		$22K Sell
696
-1,161
-63% -$35.7K 0.01% 492
2021
Q1 		$41K Hold
1,857
– – 0.02% 318
2020
Q4 		$41K Sell
1,857
-15
-0.8% -$283 0.02% 315
2020
Q3 		$29K Buy
1,872
+1,640
+707% +$30.5K 0.02% 333
2020
Q2 		$4K Buy
232
+2
+0.9% +$35 ﹤0.01% 659
2020
Q1 		$3K Sell
230
-57
-20% -$1.65K ﹤0.01% 693
2019
Q4 		$12K Sell
287
-8
-3% -$286 0.01% 513
2019
Q3 		$10K Sell
295
-208
-41% -$7.6K 0.01% 522
2019
Q2 		$20K Sell
503
-32
-6% -$1.29K 0.02% 413
2019
Q1 		$23K Sell
535
-30
-5% -$1.3K 0.02% 328
2018
Q4 		$20K Buy
+565
New +$27.9K 0.01% 329

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's SLB Position: Q4 2021 in Review

Liberty Wealth Management sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 1,047 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in SLB in Q4 2018 and held it in 12 quarters. The position peaked at $41K in Q1 2021. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

  • Liberty Wealth Management reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,047 SLB Ltd shares in Q4 2021, an estimated $32K.
  • Liberty Wealth Management first reported a position in SLB Ltd in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's SLB Ltd position peaked at $41K in Q1 2021.
  • 1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.