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Column Capital Advisors’s Shell SHEL Stock Holding History

Column Capital 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
2023
Q3 		$65K Buy
1,010
+168
+20% +$10.5K 0.01% 282
2023
Q2 		$50.8K Hold
842
– – 0.01% 321
2023
Q1 		$48.4K Sell
842
-22
-3% -$1.29K 0.01% 326
2022
Q4 		$49.2K Buy
864
+450
+109% +$24.8K 0.01% 302
2022
Q3 		$21K Hold
414
– – ﹤0.01% 382
2022
Q2 		$22K Sell
414
-12
-3% -$674 ﹤0.01% 381
2022
Q1 		$23K Buy
+426
New +$22.6K ﹤0.01% 389

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Column Capital Advisors's SHEL Position: Q3 2023 in Review

Column Capital Advisors increased its Shell (SHEL) stake by 20% in Q3 2023, buying an estimated $10.5K and bringing the position to 1,010 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #282.

Column Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Column Capital Advisors held 1,010 shares of Shell worth $65K as of Q3 2023.
  • Column Capital Advisors bought 168 Shell shares in Q3 2023, an estimated $10.5K.
  • Shell made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #282 holding.
  • Column Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.