Concorde Financial’s Shell SHEL Stock Holding History

Concorde 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
2023 Q1	–	Sell	-500	Closed	-$24.9K	–	53
2022 Q4	$24.9K	Hold	500	–	–	0.02%	46
2022 Q3	$25K	Buy	+500	New	+$25.8K	0.02%	46

Other funds holding SHEL

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Concorde Financial's SHEL Position: Q1 2023 in Review

Concorde Financial sold out of Shell (SHEL) in Q1 2023, closing a stake of 500 shares — an estimated $24.9K sold.

Concorde Financial first reported a position in SHEL in Q3 2022 and held it in 2 quarters. The position peaked at $25K in Q3 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Concorde Financial reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Concorde Financial sold 500 Shell shares in Q1 2023, an estimated $24.9K.
Concorde Financial first reported a position in Shell in Q3 2022 and held it in 2 quarters.
Concorde Financial's Shell position peaked at $25K in Q3 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Concorde Financial's 13F filing for Q1 2023, filed 10 May 2023.