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Baker Tilly Wealth Management’s Shell SHEL Stock Holding History

Baker Tilly 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
2026
Q1 		$220K Buy
+2,362
New +$191K 0.05% 264
2024
Q2 		– Sell
-9,636
Closed -$646K – 394
2024
Q1 		$646K Buy
9,636
+267
+3% +$17.1K 0.12% 192
2023
Q4 		$616K Sell
9,369
-218
-2% -$14.3K 0.1% 224
2023
Q3 		$617K Sell
9,587
-988
-9% -$61.5K 0.1% 209
2023
Q2 		$638K Buy
10,575
+530
+5% +$31.8K 0.07% 282
2023
Q1 		$578K Buy
10,045
+558
+6% +$32.8K 0.07% 296
2022
Q4 		$540K Sell
9,487
-479
-5% -$26.4K 0.07% 302
2022
Q3 		$496K Buy
9,966
+336
+3% +$17.3K 0.07% 293
2022
Q2 		$504K Buy
+9,630
New +$541K 0.07% 303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return