Buck Wealth Strategies’s Shell SHEL Stock Holding History

Buck Wealth Strategies’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 Q3	–	Sell	-450	Closed	-$27.2K	–	392
2023 Q2	$27.2K	Buy	+450	New	+$27K	0.01%	101

Other funds holding SHEL

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Buck Wealth Strategies's SHEL Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Shell (SHEL) in Q3 2023, closing a stake of 450 shares — an estimated $27.2K sold.

Buck Wealth Strategies first reported a position in SHEL in Q2 2023 and held it in 1 quarter. The position peaked at $27.2K in Q2 2023. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

Buck Wealth Strategies reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 450 Shell shares in Q3 2023, an estimated $27.2K.
Buck Wealth Strategies first reported a position in Shell in Q2 2023 and held it in 1 quarter.
Buck Wealth Strategies's Shell position peaked at $27.2K in Q2 2023.
1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.