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Accel Wealth Management’s Shell SHEL Stock Holding History

Accel 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
2023
Q2 		– Sell
-968
Closed -$55.7K – 738
2023
Q1 		$55.7K Hold
968
– – 0.02% 453
2022
Q4 		$55.1K Hold
968
– – 0.03% 338
2022
Q3 		$52K Buy
968
+20
+2% +$1.03K 0.03% 354
2022
Q2 		$45K Hold
948
– – 0.03% 373
2022
Q1 		$53K Buy
+948
New +$50.3K 0.03% 366

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Accel Wealth Management's SHEL Position: Q2 2023 in Review

Accel Wealth Management sold out of Shell (SHEL) in Q2 2023, closing a stake of 968 shares — an estimated $55.7K sold.

Accel Wealth Management first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $55.7K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Accel Wealth Management reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 968 Shell shares in Q2 2023, an estimated $55.7K.
  • Accel Wealth Management first reported a position in Shell in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's Shell position peaked at $55.7K in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.