TruWealth Advisors’s SLB Ltd SLB Stock Holding History

TruWealth 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
2024 Q2	–	Sell	-4,219	Closed	-$231K	–	170
2024 Q1	$231K	Sell	4,219 -15	-0.4%	-$756	0.02%	151
2023 Q4	$220K	Hold	4,234	–	–	0.02%	143
2023 Q3	$247K	Hold	4,234	–	–	0.02%	129
2023 Q2	$208K	Sell	4,234 -350	-8%	-$16.7K	0.02%	144
2023 Q1	$225K	Buy	4,584 +64	+1%	+$3.4K	0.02%	137
2022 Q4	$242K	Buy	+4,520	New	+$225K	0.02%	125

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TruWealth Advisors's SLB Position: Q2 2024 in Review

TruWealth Advisors sold out of SLB Ltd (SLB) in Q2 2024, closing a stake of 4,219 shares — an estimated $231K sold.

TruWealth Advisors first reported a position in SLB in Q4 2022 and held it in 6 quarters. The position peaked at $247K in Q3 2023. 1,469 funds tracked by Wall St. Rank hold SLB as of Q2 2024.

TruWealth Advisors reported no remaining SLB Ltd position as of Q2 2024 after selling out during the quarter.
TruWealth Advisors sold 4,219 SLB Ltd shares in Q2 2024, an estimated $231K.
TruWealth Advisors first reported a position in SLB Ltd in Q4 2022 and held it in 6 quarters.
TruWealth Advisors's SLB Ltd position peaked at $247K in Q3 2023.
1,469 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2024.

Based on TruWealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.