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Westbourne Investment Advisors’s SLB Ltd SLB Stock Holding History

Westbourne Investment 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
-3,725
Closed -$204K – 87
2024
Q1 		$204K Buy
+3,725
New +$188K 0.08% 87
2023
Q4 		– Sell
-3,550
Closed -$207K – 90
2023
Q3 		$207K Buy
+3,550
New +$206K 0.1% 86
2018
Q4 		– Sell
-2,600
Closed -$158K – 143
2018
Q3 		$158K Buy
+2,600
New +$167K 0.11% 106
2018
Q2 		– Sell
-3,175
Closed -$206K – 98
2018
Q1 		$206K Buy
+3,175
New +$222K 0.16% 99
2017
Q1 		– Sell
-2,525
Closed -$212K – 109
2016
Q4 		$212K Sell
2,525
-50
-2% -$4.1K 0.19% 95
2016
Q3 		$202K Sell
2,575
-100
-4% -$7.94K 0.18% 99
2016
Q2 		$212K Buy
+2,675
New +$205K 0.19% 99

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Westbourne Investment Advisors's SLB Position: Q2 2024 in Review

Westbourne Investment Advisors sold out of SLB Ltd (SLB) in Q2 2024, closing a stake of 3,725 shares — an estimated $204K sold.

Westbourne Investment Advisors first reported a position in SLB in Q2 2016 and held it in 7 quarters. The position peaked at $212K in Q4 2016. 1,469 funds tracked by Wall St. Rank hold SLB as of Q2 2024.

  • Westbourne Investment Advisors reported no remaining SLB Ltd position as of Q2 2024 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,725 SLB Ltd shares in Q2 2024, an estimated $204K.
  • Westbourne Investment Advisors first reported a position in SLB Ltd in Q2 2016 and held it in 7 quarters.
  • Westbourne Investment Advisors's SLB Ltd position peaked at $212K in Q4 2016.
  • 1,469 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2024.

Based on Westbourne Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.