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Cornerstone Advisory’s Shell SHEL Stock Holding History

Cornerstone Advisory’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
Q4 		– Sell
-4,020
Closed -$259K – 227
2023
Q3 		$259K Hold
4,020
– – 0.05% 186
2023
Q2 		$243K Hold
4,020
– – 0.04% 198
2023
Q1 		$231K Hold
4,020
– – 0.04% 195
2022
Q4 		$229K Hold
4,020
– – 0.05% 184
2022
Q3 		$200K Hold
4,020
– – 0.04% 192
2022
Q2 		$210K Sell
4,020
-4,000
-50% -$225K 0.05% 183
2022
Q1 		$441K Buy
+8,020
New +$426K 0.07% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return