SPWM
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Spartan Planning & Wealth Management’s SLB Ltd SLB Stock Holding History

Spartan Planning & Wealth Management’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 		$42.1K Sell
809
-3,653
-82% -$199K 0.04% 149
2023
Q3 		$260K Buy
+4,462
New +$259K 0.3% 49
2022
Q4 		$362K Buy
6,769
+2,833
+72% +$141K 0.45% 37
2022
Q3 		$141K Sell
3,936
-402
-9% -$14.6K 0.18% 32
2022
Q2 		$155K Buy
+4,338
New +$181K 0.21% 37

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

Spartan Planning & Wealth Management's SLB Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its SLB Ltd (SLB) stake by 82% in Q4 2023, selling an estimated $199K and leaving 809 shares worth $42.1K. The position accounts for 0.04% of the portfolio, ranked #149.

Spartan Planning & Wealth Management first reported a position in SLB in Q2 2022 and has held it in 5 quarters since. The position peaked at $362K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Spartan Planning & Wealth Management held 809 shares of SLB Ltd worth $42.1K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 3,653 SLB Ltd shares in Q4 2023, an estimated $199K.
  • SLB Ltd made up 0.04% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #149 holding.
  • Spartan Planning & Wealth Management first reported a position in SLB Ltd in Q2 2022 and has held it in 5 quarters since.
  • Spartan Planning & Wealth Management's SLB Ltd position peaked at $362K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.