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Marcum Wealth’s SLB Ltd SLB Stock Holding History

Marcum Wealth’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
-5,569
Closed -$290K – 417
2023
Q4 		$290K Sell
5,569
-2,741
-33% -$149K 0.03% 260
2023
Q3 		$484K Buy
8,310
+564
+7% +$32.7K 0.06% 176
2023
Q2 		$380K Sell
7,746
-985
-11% -$47K 0.04% 212
2023
Q1 		$429K Buy
8,731
+1,291
+17% +$68.6K 0.05% 197
2022
Q4 		$398K Buy
7,440
+1,378
+23% +$68.6K 0.05% 195
2022
Q3 		$218K Buy
+6,062
New +$220K 0.03% 290

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

Marcum Wealth's SLB Position: Q1 2024 in Review

Marcum Wealth sold out of SLB Ltd (SLB) in Q1 2024, closing a stake of 5,569 shares — an estimated $290K sold.

Marcum Wealth first reported a position in SLB in Q3 2022 and held it in 6 quarters. The position peaked at $484K in Q3 2023. 1,534 funds tracked by Wall St. Rank hold SLB as of Q1 2024.

  • Marcum Wealth reported no remaining SLB Ltd position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 5,569 SLB Ltd shares in Q1 2024, an estimated $290K.
  • Marcum Wealth first reported a position in SLB Ltd in Q3 2022 and held it in 6 quarters.
  • Marcum Wealth's SLB Ltd position peaked at $484K in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.