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Wellspring Financial Advisors’s SLB Ltd SLB Stock Holding History

Wellspring 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
2024
Q4 		– Sell
-5,237
Closed -$220K – 173
2024
Q3 		$220K Sell
5,237
-2
-0% -$89 0.03% 145
2024
Q2 		$247K Buy
5,239
+15
+0.3% +$724 0.03% 119
2024
Q1 		$286K Buy
5,224
+600
+13% +$30.2K 0.05% 100
2023
Q4 		$241K Hold
4,624
– – 0.06% 111
2023
Q3 		$270K Buy
+4,624
New +$268K 0.08% 91

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wellspring Financial Advisors's SLB Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 5,237 shares — an estimated $220K sold.

Wellspring Financial Advisors first reported a position in SLB in Q3 2023 and held it in 5 quarters. The position peaked at $286K in Q1 2024. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 5,237 SLB Ltd shares in Q4 2024, an estimated $220K.
  • Wellspring Financial Advisors first reported a position in SLB Ltd in Q3 2023 and held it in 5 quarters.
  • Wellspring Financial Advisors's SLB Ltd position peaked at $286K in Q1 2024.
  • 1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.