Planned Solutions’s SLB Ltd SLB Stock Holding History

Planned Solutions’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	-37	Closed	-$1.55K	–	546
2024 Q3	$1.55K	Buy	+37	New	+$1.65K	﹤0.01%	565
2024 Q1	–	Sell	-37	Closed	-$1.93K	–	474
2023 Q4	$1.93K	Buy	+37	New	+$2.01K	﹤0.01%	510

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

Planned Solutions's SLB Position: Q4 2024 in Review

Planned Solutions sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 37 shares — an estimated $1.55K sold.

Planned Solutions first reported a position in SLB in Q4 2023 and held it in 2 quarters. The position peaked at $1.93K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

Planned Solutions reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 37 SLB Ltd shares in Q4 2024, an estimated $1.55K.
Planned Solutions first reported a position in SLB Ltd in Q4 2023 and held it in 2 quarters.
Planned Solutions's SLB Ltd position peaked at $1.93K in Q4 2023.
1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.