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Bromfield Sneider Wealth Advisors’s Shell SHEL Stock Holding History

Bromfield Sneider 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
2022
Q2 		– Sell
-230
Closed -$13K – 111
2022
Q1 		$13K Buy
+230
New +$12.2K 0.01% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's SHEL Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Shell (SHEL) in Q2 2022, closing a stake of 230 shares — an estimated $13K sold.

Bromfield Sneider Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

  • Bromfield Sneider Wealth Advisors reported no remaining Shell position as of Q2 2022 after selling out during the quarter.
  • Bromfield Sneider Wealth Advisors sold 230 Shell shares in Q2 2022, an estimated $13K.
  • Bromfield Sneider Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 1 quarter.
  • Bromfield Sneider Wealth Advisors'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 Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.