Brewin Dolphin Wealth Management’s Shell SHEL Stock Holding History

Brewin Dolphin 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	$7K	Sell	129 -110	-46%	-$6.18K	﹤0.01%	300
2022 Q1	$13K	Buy	+239	New	+$12.7K	﹤0.01%	277

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brewin Dolphin Wealth Management's SHEL Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Shell (SHEL) stake by 46% in Q2 2022, selling an estimated $6.18K and leaving 129 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Brewin Dolphin Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 2 quarters since. The position peaked at $13K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Brewin Dolphin Wealth Management held 129 shares of Shell worth $7K as of Q2 2022.
Brewin Dolphin Wealth Management sold 110 Shell shares in Q2 2022, an estimated $6.18K.
Shell made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #300 holding.
Brewin Dolphin Wealth Management first reported a position in Shell in Q1 2022 and has held it in 2 quarters since.
Brewin Dolphin Wealth Management's Shell position peaked at $13K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.