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Curated Wealth Partners’s Shell SHEL Stock Holding History

Curated Wealth Partners’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 		– Sell
-3,449
Closed -$227K – 245
2023
Q4 		$227K Hold
3,449
– – 0.04% 131
2023
Q3 		$222K Sell
3,449
-1,668
-33% -$104K 0.04% 119
2023
Q2 		$309K Hold
5,117
– – 0.06% 99
2023
Q1 		$294K Sell
5,117
-1,660
-24% -$97.7K 0.07% 101
2022
Q4 		$386K Sell
6,777
-1,074
-14% -$59.2K 0.09% 79
2022
Q3 		$391K Sell
7,851
-1,394
-15% -$71.8K 0.11% 78
2022
Q2 		$483K Buy
+9,245
New +$519K 0.14% 66

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

Curated Wealth Partners's SHEL Position: Q1 2024 in Review

Curated Wealth Partners sold out of Shell (SHEL) in Q1 2024, closing a stake of 3,449 shares — an estimated $227K sold.

Curated Wealth Partners first reported a position in SHEL in Q2 2022 and held it in 7 quarters. The position peaked at $483K in Q2 2022. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Curated Wealth Partners reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 3,449 Shell shares in Q1 2024, an estimated $227K.
  • Curated Wealth Partners first reported a position in Shell in Q2 2022 and held it in 7 quarters.
  • Curated Wealth Partners's Shell position peaked at $483K in Q2 2022.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.