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BDO Wealth Advisors’s Shell SHEL Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$145K Buy
2,406
+96
+4% +$5.76K 0.02% 295
2023
Q1 		$133K Buy
2,310
+2
+0.1% +$118 0.02% 290
2022
Q4 		$131K Sell
2,308
-298
-11% -$16.4K 0.02% 303
2022
Q3 		$130K Buy
2,606
+1,002
+62% +$51.6K 0.02% 302
2022
Q2 		$84K Sell
1,604
-198
-11% -$11.1K 0.01% 348
2022
Q1 		$99K Buy
+1,802
New +$95.7K 0.01% 339

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

BDO Wealth Advisors's SHEL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Shell (SHEL) stake by 4.2% in Q2 2023, buying an estimated $5.76K and bringing the position to 2,406 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #295.

BDO Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • BDO Wealth Advisors held 2,406 shares of Shell worth $145K as of Q2 2023.
  • BDO Wealth Advisors bought 96 Shell shares in Q2 2023, an estimated $5.76K.
  • Shell made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #295 holding.
  • BDO Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.