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Sutton Wealth Advisors’s SLB Ltd SLB Stock Holding History

Sutton Wealth Advisors’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
Q3 		$75.4K Buy
1,293
+115
+10% +$6.67K 0.04% 194
2023
Q2 		$57.9K Buy
1,178
+669
+131% +$31.9K 0.03% 209
2023
Q1 		$25K Sell
509
-30
-6% -$1.59K 0.01% 280
2022
Q4 		$28.8K Hold
539
– – 0.01% 564
2022
Q3 		$19.4K Sell
539
-9
-2% -$326 0.01% 674
2022
Q2 		$19.6K Buy
548
+36
+7% +$1.5K 0.01% 686
2022
Q1 		$21.2K Buy
512
+20
+4% +$784 0.01% 691
2021
Q4 		$14.7K Sell
492
-8
-2% -$252 ﹤0.01% 810
2021
Q3 		$14.8K Buy
500
+8
+2% +$229 0.01% 786
2021
Q2 		$15.7K Hold
492
– – 0.01% 775
2021
Q1 		$13.4K Buy
492
+52
+12% +$1.37K 0.01% 786
2020
Q4 		$9.61K Sell
440
-189
-30% -$3.57K ﹤0.01% 819
2020
Q3 		$9.79K Buy
629
+197
+46% +$3.66K ﹤0.01% 746
2020
Q2 		$7.94K Sell
432
-472
-52% -$8.27K ﹤0.01% 760
2020
Q1 		$12.2K Buy
904
+104
+13% +$3.01K 0.01% 607
2019
Q4 		$32.2K Sell
800
-4
-0.5% -$143 0.02% 434
2019
Q3 		$27.5K Sell
804
-11
-1% -$402 0.02% 478
2019
Q2 		$32.4K Sell
815
-113
-12% -$4.56K 0.02% 429
2019
Q1 		$40.4K Buy
928
+347
+60% +$15K 0.02% 361
2018
Q4 		$21K Buy
581
+87
+18% +$4.29K 0.01% 509
2018
Q3 		$30.1K Sell
494
-1,438
-74% -$92.6K 0.02% 439
2018
Q2 		$130K Sell
1,932
-21
-1% -$1.44K 0.09% 176
2018
Q1 		$127K Buy
1,953
+7
+0.4% +$489 0.09% 172
2017
Q4 		$131K Hold
1,946
– – 0.1% 170
2017
Q3 		$136K Sell
1,946
-43
-2% -$2.84K 0.1% 161
2017
Q2 		$131K Buy
1,989
+13
+0.7% +$932 0.1% 170
2017
Q1 		$154K Sell
1,976
-3
-0.2% -$245 0.13% 135
2016
Q4 		$166K Hold
1,979
– – 0.15% 118
2016
Q3 		$156K Buy
1,979
+30
+2% +$2.38K 0.14% 123
2016
Q2 		$154K Buy
1,949
+30
+2% +$2.3K 0.15% 121
2016
Q1 		$142K Buy
+1,919
New +$135K 0.13% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's SLB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its SLB Ltd (SLB) stake by 9.8% in Q3 2023, buying an estimated $6.67K and bringing the position to 1,293 shares worth $75.4K. The position accounts for 0.04% of the portfolio, ranked #194.

Sutton Wealth Advisors first reported a position in SLB in Q1 2016 and has held it in 31 quarters since. The position peaked at $166K in Q4 2016. 1,503 funds tracked by Wall St. Rank hold SLB as of Q3 2023.

  • Sutton Wealth Advisors held 1,293 shares of SLB Ltd worth $75.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 115 SLB Ltd shares in Q3 2023, an estimated $6.67K.
  • SLB Ltd made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #194 holding.
  • Sutton Wealth Advisors first reported a position in SLB Ltd in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's SLB Ltd position peaked at $166K in Q4 2016.
  • 1,503 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.