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AFS Financial Group’s Shell SHEL Stock Holding History

AFS Financial Group’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
Q4 		– Sell
-5,106
Closed -$329K – 95
2023
Q3 		$329K Hold
5,106
– – 0.22% 67
2023
Q2 		$308K Hold
5,106
– – 0.2% 76
2023
Q1 		$294K Hold
5,106
– – 0.2% 76
2022
Q4 		$291K Buy
+5,106
New +$281K 0.21% 78

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AFS Financial Group's SHEL Position: Q4 2023 in Review

AFS Financial Group sold out of Shell (SHEL) in Q4 2023, closing a stake of 5,106 shares — an estimated $329K sold.

AFS Financial Group first reported a position in SHEL in Q4 2022 and held it in 4 quarters. The position peaked at $329K in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • AFS Financial Group reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 5,106 Shell shares in Q4 2023, an estimated $329K.
  • AFS Financial Group first reported a position in Shell in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Shell position peaked at $329K in Q3 2023.
  • 1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.