SSW
SLB icon

Stone Summit Wealth’s SLB Ltd SLB Stock Holding History

Stone Summit Wealth’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
Q2 		– Sell
-3,960
Closed -$217K – 141
2024
Q1 		$217K Sell
3,960
-2,285
-37% -$115K 0.08% 137
2023
Q4 		$325K Sell
6,245
-622
-9% -$33.8K 0.12% 118
2023
Q3 		$400K Buy
6,867
+55
+0.8% +$3.19K 0.17% 106
2023
Q2 		$335K Sell
6,812
-123
-2% -$5.87K 0.14% 112
2023
Q1 		$341K Sell
6,935
-2,096
-23% -$111K 0.15% 109
2022
Q4 		$483K Buy
9,031
+563
+7% +$28K 0.24% 87
2022
Q3 		$304K Buy
8,468
+526
+7% +$19.1K 0.19% 103
2022
Q2 		$284K Sell
7,942
-395
-5% -$16.5K 0.17% 114
2022
Q1 		$350K Sell
8,337
-866
-9% -$33.9K 0.2% 107
2021
Q4 		$271K Buy
+9,203
New +$290K 0.22% 100

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stone Summit Wealth's SLB Position: Q2 2024 in Review

Stone Summit Wealth sold out of SLB Ltd (SLB) in Q2 2024, closing a stake of 3,960 shares — an estimated $217K sold.

Stone Summit Wealth first reported a position in SLB in Q4 2021 and held it in 10 quarters. The position peaked at $483K in Q4 2022. 1,469 funds tracked by Wall St. Rank hold SLB as of Q2 2024.

  • Stone Summit Wealth reported no remaining SLB Ltd position as of Q2 2024 after selling out during the quarter.
  • Stone Summit Wealth sold 3,960 SLB Ltd shares in Q2 2024, an estimated $217K.
  • Stone Summit Wealth first reported a position in SLB Ltd in Q4 2021 and held it in 10 quarters.
  • Stone Summit Wealth's SLB Ltd position peaked at $483K in Q4 2022.
  • 1,469 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2024.

Based on Stone Summit Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.