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Ahrens Investment Partners’s Shell SHEL Stock Holding History

Ahrens Investment Partners’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 		$108K Buy
+1,870
New +$110K 0.05% 212
2022
Q3 		– Sell
-7,053
Closed -$369K – 766
2022
Q2 		$369K Buy
7,053
+4,535
+180% +$255K 0.16% 106
2022
Q1 		$138K Buy
+2,518
New +$134K 0.04% 226

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ahrens Investment Partners's SHEL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Shell (SHEL) in Q1 2023: 1,870 shares worth $108K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SHEL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $369K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

  • Ahrens Investment Partners held 1,870 shares of Shell worth $108K as of Q1 2023.
  • Shell was a new Ahrens Investment Partners position in Q1 2023.
  • Shell made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #212 holding.
  • Ahrens Investment Partners first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • Ahrens Investment Partners's Shell position peaked at $369K in Q2 2022.
  • 1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.