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Lumature Wealth Partners’s SLB Ltd SLB Stock Holding History

Lumature Wealth Partners’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
Q2 		$23.5K Hold
479
– – 0.01% 270
2023
Q1 		$23.5K Hold
479
– – 0.01% 264
2022
Q4 		$25.6K Sell
479
-948
-66% -$47.2K 0.01% 257
2022
Q3 		$51K Hold
1,427
– – 0.03% 229
2022
Q2 		$51K Hold
1,427
– – 0.02% 232
2022
Q1 		$59K Buy
1,427
+1,352
+1,803% +$53K 0.02% 246
2021
Q4 		$2K Hold
75
– – ﹤0.01% 386
2021
Q3 		$2K Hold
75
– – ﹤0.01% 389
2021
Q2 		$2K Hold
75
– – ﹤0.01% 363
2021
Q1 		$2K Buy
+75
New +$1.97K ﹤0.01% 337

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumature Wealth Partners's SLB Position: Q2 2023 in Review

Lumature Wealth Partners held its SLB Ltd (SLB) position steady in Q2 2023 at 479 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #270.

Lumature Wealth Partners first reported a position in SLB in Q1 2021 and has held it in 10 quarters since. The position peaked at $59K in Q1 2022. 1,430 funds tracked by Wall St. Rank hold SLB as of Q2 2023.

  • Lumature Wealth Partners held 479 shares of SLB Ltd worth $23.5K as of Q2 2023.
  • Lumature Wealth Partners left its SLB Ltd share count unchanged in Q2 2023.
  • SLB Ltd made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #270 holding.
  • Lumature Wealth Partners first reported a position in SLB Ltd in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's SLB Ltd position peaked at $59K in Q1 2022.
  • 1,430 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.