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Financial Synergies Wealth Advisors’s Shell SHEL Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-104
Closed -$6.95K – 395
2024
Q1 		$6.95K Sell
104
-519
-83% -$33.3K ﹤0.01% 265
2023
Q4 		$35.5K Buy
623
+519
+499% +$34.1K 0.01% 106
2023
Q3 		$6.67K Hold
104
– – ﹤0.01% 254
2023
Q2 		$6.25K Sell
104
-319
-75% -$19.1K ﹤0.01% 253
2023
Q1 		$24.4K Sell
423
-200
-32% -$11.8K ﹤0.01% 158
2022
Q4 		$35.5K Hold
623
– – 0.01% 106
2022
Q3 		$31K Buy
623
+323
+108% +$16.6K 0.01% 110
2022
Q2 		$15.7K Buy
+300
New +$16.9K ﹤0.01% 146

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
Morgan Stanley
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
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

Financial Synergies Wealth Advisors's SHEL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Shell (SHEL) in Q2 2024, closing a stake of 104 shares — an estimated $6.95K sold.

Financial Synergies Wealth Advisors first reported a position in SHEL in Q2 2022 and held it in 8 quarters. The position peaked at $35.5K in Q4 2023. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 104 Shell shares in Q2 2024, an estimated $6.95K.
  • Financial Synergies Wealth Advisors first reported a position in Shell in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Shell position peaked at $35.5K in Q4 2023.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.