BDO Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

BDO Wealth Advisors’s Portfolio SHLX Stock Details SHLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,000	Closed	-$16K	–	1096
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	620
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	633
2022 Q1	$14K	Buy	+1,000	New	+$13.4K	﹤0.01%	678

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BDO Wealth Advisors's SHLX Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 1,000 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in SHLX in Q1 2022 and held it in 3 quarters. The position peaked at $16K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

BDO Wealth Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $16K.
BDO Wealth Advisors first reported a position in Shell Midstream Partners, L.P. in Q1 2022 and held it in 3 quarters.
BDO Wealth Advisors's Shell Midstream Partners, L.P. position peaked at $16K in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.