Accurate Wealth Management’s Shell SHEL Stock Holding History

Accurate 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 Q1	–	Sell	-1,490	Closed	-$86.8K	–	1207
2022 Q4	$86.8K	Buy	+1,490	New	+$82.1K	0.03%	330

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accurate Wealth Management's SHEL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Shell (SHEL) in Q1 2023, closing a stake of 1,490 shares — an estimated $86.8K sold.

Accurate Wealth Management first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $86.8K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Accurate Wealth Management reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 1,490 Shell shares in Q1 2023, an estimated $86.8K.
Accurate Wealth Management first reported a position in Shell in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Shell position peaked at $86.8K in Q4 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.