FinTrust Capital Advisors’s Shell SHEL Stock Holding History

FinTrust Capital 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 Q3	$165K	Buy	2,495 +1,294	+108%	+$91.6K	0.03%	341
2024 Q2	$86.7K	Buy	1,201 +436	+57%	+$31.2K	0.02%	429
2024 Q1	$51.3K	Sell	765 -65	-8%	-$4.17K	0.01%	512
2023 Q4	$54.6K	Sell	830 -359	-30%	-$23.6K	0.01%	466
2023 Q3	$76.5K	Buy	1,189 +286	+32%	+$17.8K	0.02%	390
2023 Q2	$51.4K	Hold	903	–	–	0.01%	440
2023 Q1	$51.4K	Hold	903	–	–	0.01%	438
2022 Q4	$51.4K	Hold	903	–	–	0.01%	438
2022 Q3	$46K	Sell	903 -32	-3%	-$1.65K	0.01%	523
2022 Q2	$46K	Buy	935 +520	+125%	+$29.2K	0.01%	544
2022 Q1	$23K	Buy	+415	New	+$22K	0.01%	739

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FinTrust Capital Advisors's SHEL Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Shell (SHEL) stake by 108% in Q3 2024, buying an estimated $91.6K and bringing the position to 2,495 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #341.

FinTrust Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

FinTrust Capital Advisors held 2,495 shares of Shell worth $165K as of Q3 2024.
FinTrust Capital Advisors bought 1,294 Shell shares in Q3 2024, an estimated $91.6K.
Shell made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #341 holding.
FinTrust Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.