Falcon Wealth Planning’s Shell SHEL Stock Holding History

Falcon Wealth Planning’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
2022 Q2	–	Sell	-13,048	Closed	-$717K	–	84
2022 Q1	$717K	Buy	+13,048	New	+$693K	0.22%	34

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Falcon Wealth Planning's SHEL Position: Q2 2022 in Review

Falcon Wealth Planning sold out of Shell (SHEL) in Q2 2022, closing a stake of 13,048 shares — an estimated $717K sold.

Falcon Wealth Planning first reported a position in SHEL in Q1 2022 and held it in 1 quarter. The position peaked at $717K in Q1 2022. 1,125 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Falcon Wealth Planning reported no remaining Shell position as of Q2 2022 after selling out during the quarter.
Falcon Wealth Planning sold 13,048 Shell shares in Q2 2022, an estimated $717K.
Falcon Wealth Planning first reported a position in Shell in Q1 2022 and held it in 1 quarter.
Falcon Wealth Planning's Shell position peaked at $717K in Q1 2022.
1,125 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Falcon Wealth Planning's 13F filing for Q2 2022, filed 20 Jul 2022.