Atlas Private Wealth Management’s Shell SHEL Stock Holding History

Atlas Private Wealth Management’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	$1.45M	Buy	21,620 +436	+2%	+$27.9K	0.61%	55
2023 Q4	$1.39M	Buy	21,184 +224	+1%	+$14.7K	0.66%	53
2023 Q3	$1.35M	Sell	20,960 -8	-0%	-$498	0.72%	50
2023 Q2	$1.27M	Buy	20,968 +1,072	+5%	+$64.3K	0.67%	55
2023 Q1	$1.14M	Buy	19,896 +110	+0.6%	+$6.47K	0.69%	49
2022 Q4	$1.13M	Buy	19,786 +956	+5%	+$52.7K	0.52%	44
2022 Q3	$937K	Buy	18,830 +404	+2%	+$20.8K	0.68%	46
2022 Q2	$964K	Sell	18,426 -767	-4%	-$43.1K	0.66%	49
2022 Q1	$1.05M	Buy	+19,193	New	+$1.02M	0.61%	54

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Atlas Private Wealth Management's SHEL Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Shell (SHEL) stake by 2.1% in Q1 2024, buying an estimated $27.9K and bringing the position to 21,620 shares worth $1.45M. The position accounts for 0.61% of the portfolio, ranked #55.

Atlas Private Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. 1,344 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

Atlas Private Wealth Management held 21,620 shares of Shell worth $1.45M as of Q1 2024.
Atlas Private Wealth Management bought 436 Shell shares in Q1 2024, an estimated $27.9K.
Shell made up 0.61% of Atlas Private Wealth Management's portfolio in Q1 2024, its #55 holding.
Atlas Private Wealth Management first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
1,344 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.