FWM
SHLX

Finer Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Finer Wealth Management’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,344
Closed -$164K – 80
2022
Q3 		$164K Hold
10,344
– – 0.16% 75
2022
Q2 		$146K Buy
+10,344
New +$146K 0.13% 77

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Finer Wealth Management's SHLX Position: Q4 2022 in Review

Finer Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 10,344 shares — an estimated $164K sold.

Finer Wealth Management first reported a position in SHLX in Q2 2022 and held it in 2 quarters. The position peaked at $164K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

  • Finer Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Finer Wealth Management sold 10,344 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $164K.
  • Finer Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q2 2022 and held it in 2 quarters.
  • Finer Wealth Management's Shell Midstream Partners, L.P. position peaked at $164K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Finer Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.