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WealthPLAN Partners’s SLB Ltd SLB Stock Holding History

WealthPLAN Partners’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 		– Sell
-342
Closed -$16.8K – 1026
2023
Q2 		$16.8K Hold
342
– – ﹤0.01% 714
2023
Q1 		$16.8K Buy
+342
New +$18.2K ﹤0.01% 764
2017
Q2 		– Sell
-793
Closed -$62.1K – 381
2017
Q1 		$62.1K Buy
+793
New +$64.8K 0.22% 88
2016
Q3 		$167K Sell
2,132
-2,192
-51% -$174K 0.05% 166
2016
Q2 		$163K Buy
+4,324
New +$331K 0.02% 440
2015
Q4 		$92.9K Buy
+3,590
New +$269K 0.02% 434
2015
Q2 		$114K Sell
1,323
-23
-2% -$2.08K 0.05% 114
2015
Q1 		$113K Buy
+1,346
New +$112K 0.05% 163

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's SLB Position: Q3 2023 in Review

WealthPLAN Partners sold out of SLB Ltd (SLB) in Q3 2023, closing a stake of 342 shares — an estimated $16.8K sold.

WealthPLAN Partners first reported a position in SLB in Q1 2015 and held it in 8 quarters. The position peaked at $167K in Q3 2016. 1,502 funds tracked by Wall St. Rank hold SLB as of Q3 2023.

  • WealthPLAN Partners reported no remaining SLB Ltd position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 342 SLB Ltd shares in Q3 2023, an estimated $16.8K.
  • WealthPLAN Partners first reported a position in SLB Ltd in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's SLB Ltd position peaked at $167K in Q3 2016.
  • 1,502 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.