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B. Riley Wealth Management’s Shell SHEL Stock Holding History

B. Riley 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
2022
Q2 		$623 Buy
11,922
+4,783
+67% +$269K ﹤0.01% 371
2022
Q1 		$392K Buy
+7,139
New +$379K 0.03% 383

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B. Riley Wealth Management's SHEL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Shell (SHEL) stake by 67% in Q2 2022, buying an estimated $269K and bringing the position to 11,922 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #371.

B. Riley Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 2 quarters since. The position peaked at $392K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

  • B. Riley Wealth Management held 11,922 shares of Shell worth $623 as of Q2 2022.
  • B. Riley Wealth Management bought 4,783 Shell shares in Q2 2022, an estimated $269K.
  • Shell made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #371 holding.
  • B. Riley Wealth Management first reported a position in Shell in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Shell position peaked at $392K in Q1 2022.
  • 1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.