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Endurance Wealth Management’s Shell SHEL Stock Holding History

Endurance Wealth Management’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 		$147K Hold
2,436
– – 0.02% 228
2023
Q1 		$140K Hold
2,436
– – 0.02% 235
2022
Q4 		$139K Hold
2,436
– – 0.02% 224
2022
Q3 		$121K Hold
2,436
– – 0.02% 233
2022
Q2 		$127K Hold
2,436
– – 0.02% 230
2022
Q1 		$134K Buy
+2,436
New +$129K 0.02% 243

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

Endurance Wealth Management's SHEL Position: Q2 2023 in Review

Endurance Wealth Management held its Shell (SHEL) position steady in Q2 2023 at 2,436 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #228.

Endurance Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Endurance Wealth Management held 2,436 shares of Shell worth $147K as of Q2 2023.
  • Endurance Wealth Management left its Shell share count unchanged in Q2 2023.
  • Shell made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #228 holding.
  • Endurance Wealth Management first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.