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Baldwin Wealth Partners’s Shell SHEL Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-2,107
Closed -$139K – 868
2024
Q3 		$139K Buy
2,107
+199
+10% +$14.1K 0.01% 374
2024
Q2 		$138K Hold
1,908
– – 0.01% 231
2024
Q1 		$128K Sell
1,908
-500
-21% -$32K 0.01% 246
2023
Q4 		$158K Sell
2,408
-132
-5% -$8.66K 0.01% 232
2023
Q3 		$164K Hold
2,540
– – 0.01% 243
2023
Q2 		$153K Sell
2,540
-86
-3% -$5.16K 0.01% 266
2023
Q1 		$151K Buy
2,626
+34
+1% +$2K 0.01% 270
2022
Q4 		$148K Buy
2,592
+1,568
+153% +$86.4K 0.01% 269
2022
Q3 		$51K Hold
1,024
– – 0.01% 330
2022
Q2 		$54K Buy
+1,024
New +$57.5K 0.01% 346

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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