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America First Investment Advisors’s Shell SHEL Stock Holding History

America First Investment Advisors’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
Q1 		– Sell
-551
Closed -$36.3K – 97
2023
Q4 		$36.3K Hold
551
– – 0.01% 63
2023
Q3 		$35.5K Hold
551
– – 0.01% 62
2023
Q2 		$33.3K Hold
551
– – 0.01% 66
2023
Q1 		$31.7K Buy
+551
New +$32.4K 0.01% 67

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

America First Investment Advisors's SHEL Position: Q1 2024 in Review

America First Investment Advisors sold out of Shell (SHEL) in Q1 2024, closing a stake of 551 shares — an estimated $36.3K sold.

America First Investment Advisors first reported a position in SHEL in Q1 2023 and held it in 4 quarters. The position peaked at $36.3K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • America First Investment Advisors reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • America First Investment Advisors sold 551 Shell shares in Q1 2024, an estimated $36.3K.
  • America First Investment Advisors first reported a position in Shell in Q1 2023 and held it in 4 quarters.
  • America First Investment Advisors's Shell position peaked at $36.3K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on America First Investment Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.