EnRich Financial Partners’s Shell SHEL Stock Holding History

EnRich Financial 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 Q3	–	Sell	-33	Closed	-$2.38K	–	248
2024 Q2	$2.38K	Buy	+33	New	+$2.36K	﹤0.01%	224

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EnRich Financial Partners's SHEL Position: Q3 2024 in Review

EnRich Financial Partners sold out of Shell (SHEL) in Q3 2024, closing a stake of 33 shares — an estimated $2.38K sold.

EnRich Financial Partners first reported a position in SHEL in Q2 2024 and held it in 1 quarter. The position peaked at $2.38K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

EnRich Financial Partners reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
EnRich Financial Partners sold 33 Shell shares in Q3 2024, an estimated $2.38K.
EnRich Financial Partners first reported a position in Shell in Q2 2024 and held it in 1 quarter.
EnRich Financial Partners's Shell position peaked at $2.38K in Q2 2024.
1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.