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Phillips Wealth Planners’s SLB Ltd SLB Stock Holding History

Phillips Wealth Planners’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
Q4 		– Sell
-4,734
Closed -$284K – 165
2023
Q3 		$284K Buy
+4,734
New +$275K 0.38% 101
2023
Q2 		– Sell
-4,500
Closed -$221K – 156
2023
Q1 		$221K Buy
+4,500
New +$239K 0.29% 133

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Phillips Wealth Planners's SLB Position: Q4 2023 in Review

Phillips Wealth Planners sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 4,734 shares — an estimated $284K sold.

Phillips Wealth Planners first reported a position in SLB in Q1 2023 and held it in 2 quarters. The position peaked at $284K in Q3 2023. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Phillips Wealth Planners reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,734 SLB Ltd shares in Q4 2023, an estimated $284K.
  • Phillips Wealth Planners first reported a position in SLB Ltd in Q1 2023 and held it in 2 quarters.
  • Phillips Wealth Planners's SLB Ltd position peaked at $284K in Q3 2023.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Phillips Wealth Planners's 13F filing for Q4 2023, filed 12 Feb 2024.