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Annapolis Financial Services’s Shell SHEL Stock Holding History

Annapolis Financial Services’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
Q3 		$737 Buy
+11
New +$779 ﹤0.01% 373
2023
Q4 		– Sell
-16
Closed -$1.03K – 494
2023
Q3 		$1.03K Hold
16
– – ﹤0.01% 452
2023
Q2 		$967 Buy
+16
New +$960 ﹤0.01% 460
2023
Q1 		– Hold
0
– – – 452

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Annapolis Financial Services's SHEL Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Shell (SHEL) in Q3 2024: 11 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in SHEL as recently as Q3 2023.

Annapolis Financial Services first reported a position in SHEL in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.03K in Q3 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Annapolis Financial Services held 11 shares of Shell worth $737 as of Q3 2024.
  • Shell was a new Annapolis Financial Services position in Q3 2024.
  • Shell made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #373 holding.
  • Annapolis Financial Services first reported a position in Shell in Q2 2023 and has held it in 3 quarters since.
  • Annapolis Financial Services's Shell position peaked at $1.03K in Q3 2023.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.