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Cetera Advisors’s Shell SHEL Stock Holding History

Cetera 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
2024
Q1 		$4.88M Buy
72,842
+26,723
+58% +$1.71M 0.04% 473
2023
Q4 		$3.03M Sell
46,119
-573
-1% -$37.6K 0.04% 389
2023
Q3 		$3.01M Sell
46,692
-564
-1% -$35.1K 0.05% 357
2023
Q2 		$2.85M Sell
47,256
-9,182
-16% -$551K 0.05% 367
2023
Q1 		$3.25M Sell
56,438
-3,679
-6% -$216K 0.05% 324
2022
Q4 		$3.42M Sell
60,117
-20,495
-25% -$1.13M 0.06% 308
2022
Q3 		$4.01M Sell
80,612
-51
-0.1% -$2.63K 0.11% 200
2022
Q2 		$4.22M Buy
80,663
+3,194
+4% +$179K 0.1% 211
2022
Q1 		$4.25M Buy
+77,469
New +$4.11M 0.08% 250

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return