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Triad Financial Advisors’s SLB Ltd SLB Stock Holding History

Triad Financial 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
Q1 		– Sell
-8,863
Closed -$474K – 114
2022
Q4 		$474K Sell
8,863
-1,361
-13% -$67.8K 0.21% 50
2022
Q3 		$367K Sell
10,224
-7
-0.1% -$254 0.2% 60
2022
Q2 		$366K Buy
10,231
+46
+0.5% +$1.92K 0.2% 63
2022
Q1 		$421K Buy
10,185
+185
+2% +$7.25K 0.23% 58
2021
Q4 		$300K Buy
+10,000
New +$315K 0.18% 83

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Triad Financial Advisors's SLB Position: Q1 2023 in Review

Triad Financial Advisors sold out of SLB Ltd (SLB) in Q1 2023, closing a stake of 8,863 shares — an estimated $474K sold.

Triad Financial Advisors first reported a position in SLB in Q4 2021 and held it in 5 quarters. The position peaked at $474K in Q4 2022. 1,408 funds tracked by Wall St. Rank hold SLB as of Q1 2023.

  • Triad Financial Advisors reported no remaining SLB Ltd position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 8,863 SLB Ltd shares in Q1 2023, an estimated $474K.
  • Triad Financial Advisors first reported a position in SLB Ltd in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's SLB Ltd position peaked at $474K in Q4 2022.
  • 1,408 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.