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WR Wealth Planners’s SLB Ltd SLB Stock Holding History

WR Wealth Planners’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 		$19.9K Buy
520
+383
+280% +$16.1K 0.01% 459
2024
Q3 		$5.75K Hold
137
– – ﹤0.01% 721
2024
Q2 		$6.46K Sell
137
-168
-55% -$8.11K ﹤0.01% 671
2024
Q1 		$16.7K Buy
+305
New +$15.4K 0.01% 489
2023
Q4 		– Sell
-1,186
Closed -$69.1K – 747
2023
Q3 		$69.1K Buy
1,186
+668
+129% +$38.7K 0.03% 288
2023
Q2 		$25.4K Buy
518
+230
+80% +$11K 0.01% 397
2023
Q1 		$14.1K Buy
288
+42
+17% +$2.23K 0.01% 481
2022
Q4 		$13.2K Buy
246
+1
+0.4% +$50 0.01% 245
2022
Q3 		$8.8K Buy
245
+1
+0.4% +$36 0.01% 269
2022
Q2 		$8.73K Buy
244
+1
+0.4% +$42 0.01% 294
2022
Q1 		$10.1K Buy
+243
New +$9.53K 0.01% 298

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

WR Wealth Planners's SLB Position: Q4 2024 in Review

WR Wealth Planners increased its SLB Ltd (SLB) stake by 280% in Q4 2024, buying an estimated $16.1K and bringing the position to 520 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #459.

WR Wealth Planners first reported a position in SLB in Q1 2022 and has held it in 11 quarters since. The position peaked at $69.1K in Q3 2023. 1,529 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

  • WR Wealth Planners held 520 shares of SLB Ltd worth $19.9K as of Q4 2024.
  • WR Wealth Planners bought 383 SLB Ltd shares in Q4 2024, an estimated $16.1K.
  • SLB Ltd made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #459 holding.
  • WR Wealth Planners first reported a position in SLB Ltd in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's SLB Ltd position peaked at $69.1K in Q3 2023.
  • 1,529 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.