Cordasco Financial Network’s Shell SHEL Stock Holding History

Cordasco Financial Network’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
2022 Q2	$96K	Buy	+1,829	New	+$103K	0.07%	132

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cordasco Financial Network's SHEL Position: Q2 2022 in Review

Cordasco Financial Network opened a new position in Shell (SHEL) in Q2 2022: 1,829 shares worth $96K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings.

1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Cordasco Financial Network held 1,829 shares of Shell worth $96K as of Q2 2022.
Shell was a new Cordasco Financial Network position in Q2 2022.
Shell made up 0.07% of Cordasco Financial Network's portfolio in Q2 2022, its #132 holding.
1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.