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Crewe Advisors’s Shenandoah Telecom SHEN Stock Holding History

Crewe Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-154
Closed -$3.33K – 1001
2023
Q4 		$3.33K Buy
+154
New +$3.45K ﹤0.01% 273
2022
Q4 		– Sell
-34
Closed -$1K – 1234
2022
Q3 		$1K Hold
34
– – ﹤0.01% 1193
2022
Q2 		$1K Buy
+34
New +$768 ﹤0.01% 1100

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Crewe Advisors's SHEN Position: Q1 2024 in Review

Crewe Advisors sold out of Shenandoah Telecom (SHEN) in Q1 2024, closing a stake of 154 shares — an estimated $3.33K sold.

Crewe Advisors first reported a position in SHEN in Q2 2022 and held it in 3 quarters. The position peaked at $3.33K in Q4 2023. 145 funds tracked by Wall St. Rank hold SHEN as of Q1 2024.

  • Crewe Advisors reported no remaining Shenandoah Telecom position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 154 Shenandoah Telecom shares in Q1 2024, an estimated $3.33K.
  • Crewe Advisors first reported a position in Shenandoah Telecom in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's Shenandoah Telecom position peaked at $3.33K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.