Pacific Capital Wealth Advisors’s SLB Ltd SLB Stock Holding History

Pacific Capital Wealth 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 Q4	–	Sell	-12	Closed	-$503	–	472
2024 Q3	$503	Buy	+12	New	+$534	﹤0.01%	456
2024 Q2	–	Sell	-19	Closed	-$1.04K	–	653
2024 Q1	$1.04K	Buy	+19	New	+$958	﹤0.01%	477

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's SLB Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 12 shares — an estimated $503 sold.

Pacific Capital Wealth Advisors first reported a position in SLB in Q1 2024 and held it in 2 quarters. The position peaked at $1.04K in Q1 2024. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 12 SLB Ltd shares in Q4 2024, an estimated $503.
Pacific Capital Wealth Advisors first reported a position in SLB Ltd in Q1 2024 and held it in 2 quarters.
Pacific Capital Wealth Advisors's SLB Ltd position peaked at $1.04K in Q1 2024.
1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.