Cetera Advisor Networks’s Shell SHEL Stock Holding History

Cetera Advisor Networks’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 Q1	$5.23M	Sell	78,014 -2,509	-3%	-$161K	0.03%	617
2023 Q4	$5.3M	Sell	80,523 -1,296	-2%	-$85K	0.03%	549
2023 Q3	$5.27M	Buy	81,819 +6,458	+9%	+$402K	0.03%	497
2023 Q2	$4.55M	Sell	75,361 -1,503	-2%	-$90.2K	0.03%	530
2023 Q1	$4.42M	Sell	76,864 -2,639	-3%	-$155K	0.03%	533
2022 Q4	$4.53M	Buy	79,503 +22,585	+40%	+$1.24M	0.04%	486
2022 Q3	$2.83M	Sell	56,918 -4,453	-7%	-$229K	0.04%	474
2022 Q2	$3.21M	Buy	61,371 +2,952	+5%	+$166K	0.04%	428
2022 Q1	$3.21M	Buy	+58,419	New	+$3.1M	0.04%	449

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cetera Advisor Networks's SHEL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Shell (SHEL) stake by 3.1% in Q1 2024, selling an estimated $161K and leaving 78,014 shares worth $5.23M. The position accounts for 0.03% of the portfolio, ranked #617.

Cetera Advisor Networks first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.3M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

Cetera Advisor Networks held 78,014 shares of Shell worth $5.23M as of Q1 2024.
Cetera Advisor Networks sold 2,509 Shell shares in Q1 2024, an estimated $161K.
Shell made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #617 holding.
Cetera Advisor Networks first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Cetera Advisor Networks's Shell position peaked at $5.3M in Q4 2023.
1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.