CASC
SHEL icon

Coppell Advisory Solutions Corp’s Shell SHEL Stock Holding History

Coppell Advisory Solutions Corp’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 		$2.12M Buy
+31,679
New +$2.03M 0.4% 63
2023
Q1 		$1.22M Buy
21,195
+989
+5% +$58.2K 0.4% 67
2022
Q4 		$1.15M Buy
+20,206
New +$1.11M 0.39% 65

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

Coppell Advisory Solutions Corp's SHEL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Shell (SHEL) in Q1 2024: 31,679 shares worth $2.12M. The stake represents 0.4% of the portfolio and ranks #63 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SHEL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SHEL in Q4 2022 and has held it in 3 quarters since. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Coppell Advisory Solutions Corp held 31,679 shares of Shell worth $2.12M as of Q1 2024.
  • Shell was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Shell made up 0.4% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #63 holding.
  • Coppell Advisory Solutions Corp first reported a position in Shell in Q4 2022 and has held it in 3 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.