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C.M. Bidwell & Associates’s Shell SHEL Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-1,618
Closed -$81K – 534
2022
Q3 		$81K Hold
1,618
– – 0.07% 242
2022
Q2 		$85K Sell
1,618
-4
-0.2% -$225 0.07% 233
2022
Q1 		$89K Buy
+1,622
New +$86.1K 0.06% 249

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

C.M. Bidwell & Associates's SHEL Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Shell (SHEL) in Q4 2022, closing a stake of 1,618 shares — an estimated $81K sold.

C.M. Bidwell & Associates first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $89K in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • C.M. Bidwell & Associates reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,618 Shell shares in Q4 2022, an estimated $81K.
  • C.M. Bidwell & Associates first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Shell position peaked at $89K in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.