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American Portfolios Advisors’s Shell SHEL Stock Holding History

American Portfolios 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
2022
Q3 		$988K Sell
19,849
-299
-1% -$15.4K 0.04% 442
2022
Q2 		$1.05M Sell
20,148
-4,870
-19% -$274K 0.04% 416
2022
Q1 		$1.37M Buy
+25,018
New +$1.33M 0.05% 386

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's SHEL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Shell (SHEL) stake by 1.5% in Q3 2022, selling an estimated $15.4K and leaving 19,849 shares worth $988K. The position accounts for 0.04% of the portfolio, ranked #442.

American Portfolios Advisors first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • American Portfolios Advisors held 19,849 shares of Shell worth $988K as of Q3 2022.
  • American Portfolios Advisors sold 299 Shell shares in Q3 2022, an estimated $15.4K.
  • Shell made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #442 holding.
  • American Portfolios Advisors first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Shell position peaked at $1.37M in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.