Prestige Wealth Management Group’s SLB Ltd SLB Stock Holding History

Prestige Wealth Management Group’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
2025 Q1	–	Sell	-400	Closed	-$15.3K	–	1058
2024 Q4	$15.3K	Buy	+400	New	+$16.8K	﹤0.01%	397
2024 Q3	–	Sell	-55	Closed	-$2.45K	–	1032
2024 Q2	$2.61K	Sell	55 -106	-66%	-$5.12K	﹤0.01%	669
2024 Q1	$8.87K	Sell	161 -58	-26%	-$2.92K	﹤0.01%	466
2023 Q4	$11.5K	Buy	219 +35	+19%	+$1.9K	﹤0.01%	424
2023 Q3	$10.8K	Buy	184 +23	+14%	+$1.33K	﹤0.01%	431
2023 Q2	$7.95K	Sell	161 -4	-2%	-$191	﹤0.01%	508
2023 Q1	$8.21K	Sell	165 -59	-26%	-$3.13K	﹤0.01%	480
2022 Q4	$12K	Buy	224 +6	+3%	+$299	﹤0.01%	427
2022 Q3	$7K	Buy	218 +53	+32%	+$1.92K	﹤0.01%	492
2022 Q2	$6K	Hold	165	–	–	﹤0.01%	549
2022 Q1	$7K	Sell	165 -10,516	-98%	-$412K	﹤0.01%	547
2021 Q4	$319K	Sell	10,681 -56	-0.5%	-$1.76K	0.08%	107
2021 Q3	$318K	Buy	10,737 +1,190	+12%	+$34.1K	0.08%	99
2021 Q2	$305K	Buy	9,547 +383	+4%	+$11.8K	0.08%	94
2021 Q1	$249K	Buy	9,164 +9,149	+60,993%	+$241K	0.07%	104
2020 Q4	$0	Buy	+15	New	+$283	﹤0.01%	1025
2019 Q1	–	Sell	-121	Closed	-$4K	–	1023
2018 Q4	$4K	Buy	+121	New	+$5.97K	﹤0.01%	667

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

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

First Eagle Investment Management

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

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