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Centaurus Financial’s Shell SHEL Stock Holding History

Centaurus Financial’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
2024
Q4 		– Sell
-1,721
Closed -$113K – 927
2024
Q3 		$113K Hold
1,721
– – 0.01% 795
2024
Q2 		$124K Buy
1,721
+98
+6% +$7K 0.01% 731
2024
Q1 		$109K Sell
1,623
-4,979
-75% -$319K 0.01% 741
2023
Q4 		$434K Buy
6,602
+771
+13% +$50.6K 0.03% 396
2023
Q3 		$375K Buy
+5,831
New +$363K 0.03% 414
2023
Q2 		– Sell
-2,399
Closed -$138K – 896
2023
Q1 		$138K Buy
2,399
+33
+1% +$1.94K 0.01% 763
2022
Q4 		$135K Hold
2,366
– – 0.01% 705
2022
Q3 		$118K Hold
2,366
– – 0.01% 751
2022
Q2 		$124K Sell
2,366
-22
-0.9% -$1.24K 0.01% 745
2022
Q1 		$131K Buy
+2,388
New +$127K 0.01% 790

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return