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TriaGen Wealth Management’s SLB Ltd SLB Stock Holding History

TriaGen 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
Q1 		– Sell
-6,486
Closed -$347K – 182
2022
Q4 		$347K Buy
+6,486
New +$323K 0.19% 120
2022
Q1 		– Sell
-9,200
Closed -$276K – 201
2021
Q4 		$276K Hold
9,200
– – 0.14% 149
2021
Q3 		$273K Hold
9,200
– – 0.15% 154
2021
Q2 		$265K Sell
9,200
-545
-6% -$16.7K 0.14% 160
2021
Q1 		$265K Sell
9,745
-55
-0.6% -$1.45K 0.15% 144
2020
Q4 		$214K Buy
+9,800
New +$185K 0.13% 162

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TriaGen Wealth Management's SLB Position: Q1 2023 in Review

TriaGen Wealth Management sold out of SLB Ltd (SLB) in Q1 2023, closing a stake of 6,486 shares — an estimated $347K sold.

TriaGen Wealth Management first reported a position in SLB in Q4 2020 and held it in 6 quarters. The position peaked at $347K in Q4 2022. 1,408 funds tracked by Wall St. Rank hold SLB as of Q1 2023.

  • TriaGen Wealth Management reported no remaining SLB Ltd position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,486 SLB Ltd shares in Q1 2023, an estimated $347K.
  • TriaGen Wealth Management first reported a position in SLB Ltd in Q4 2020 and held it in 6 quarters.
  • TriaGen Wealth Management's SLB Ltd position peaked at $347K in Q4 2022.
  • 1,408 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.