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Cowen Prime Advisors’s Shell SHEL Stock Holding History

Cowen Prime 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
Q2 		$6.76K Hold
112
– – ﹤0.01% 181
2023
Q1 		$7K Hold
112
– – ﹤0.01% 176
2022
Q4 		$6K Hold
112
– – ﹤0.01% 174
2022
Q3 		$6K Hold
112
– – ﹤0.01% 157
2022
Q2 		$6K Hold
112
– – ﹤0.01% 161
2022
Q1 		$6K Buy
+112
New +$5.95K ﹤0.01% 162

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cowen Prime Advisors's SHEL Position: Q2 2023 in Review

Cowen Prime Advisors held its Shell (SHEL) position steady in Q2 2023 at 112 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Cowen Prime Advisors first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. The position peaked at $7K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Cowen Prime Advisors held 112 shares of Shell worth $6.76K as of Q2 2023.
  • Cowen Prime Advisors left its Shell share count unchanged in Q2 2023.
  • Shell made up ﹤0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #181 holding.
  • Cowen Prime Advisors first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
  • Cowen Prime Advisors's Shell position peaked at $7K in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.