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Waypoint Wealth Counsel’s SLB Ltd SLB Stock Holding History

Waypoint Wealth Counsel’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
2025
Q1 		– Sell
-7,968
Closed -$305K – 122
2024
Q4 		$305K Buy
7,968
+1,057
+15% +$44.4K 0.2% 68
2024
Q3 		$290K Buy
+6,911
New +$308K 0.2% 77

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Waypoint Wealth Counsel's SLB Position: Q1 2025 in Review

Waypoint Wealth Counsel sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 7,968 shares — an estimated $305K sold.

Waypoint Wealth Counsel first reported a position in SLB in Q3 2024 and held it in 2 quarters. The position peaked at $305K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

  • Waypoint Wealth Counsel reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 7,968 SLB Ltd shares in Q1 2025, an estimated $305K.
  • Waypoint Wealth Counsel first reported a position in SLB Ltd in Q3 2024 and held it in 2 quarters.
  • Waypoint Wealth Counsel's SLB Ltd position peaked at $305K in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2025, filed 23 Apr 2025.