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Abich Financial Wealth Management’s Shell SHEL Stock Holding History

Abich Financial Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-455
Closed -$32.8K – 774
2024
Q2 		$32.8K Hold
455
– – 0.02% 191
2024
Q1 		$30.5K Buy
455
+55
+14% +$3.52K 0.02% 180
2023
Q4 		$26.3K Buy
+400
New +$26.2K 0.03% 168

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abich Financial Wealth Management's SHEL Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Shell (SHEL) in Q3 2024, closing a stake of 455 shares — an estimated $32.8K sold.

Abich Financial Wealth Management first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $32.8K in Q2 2024. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 455 Shell shares in Q3 2024, an estimated $32.8K.
  • Abich Financial Wealth Management first reported a position in Shell in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Shell position peaked at $32.8K in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.