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Wipfli Financial Advisors’s SLB Ltd SLB Stock Holding History

Wipfli 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
2022
Q3 		$340K Buy
+9,427
New +$342K 0.02% 302

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wipfli Financial Advisors's SLB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SLB Ltd (SLB) in Q3 2022: 9,427 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings.

1,264 funds tracked by Wall St. Rank hold SLB as of Q3 2022.

  • Wipfli Financial Advisors held 9,427 shares of SLB Ltd worth $340K as of Q3 2022.
  • SLB Ltd was a new Wipfli Financial Advisors position in Q3 2022.
  • SLB Ltd made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #302 holding.
  • 1,264 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.