First National Bank of South Miami’s Shell SHEL Stock Holding History

First National Bank of South Miami’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
2023 Q2	$12.1K	Hold	200	–	–	0.01%	214
2023 Q1	$11.5K	Hold	200	–	–	0.01%	235
2022 Q4	$11K	Hold	200	–	–	0.01%	242
2022 Q3	$10K	Hold	200	–	–	0.01%	243
2022 Q2	$10K	Buy	+200	New	+$11.2K	0.01%	257

Other funds holding SHEL

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

First National Bank of South Miami's SHEL Position: Q2 2023 in Review

First National Bank of South Miami held its Shell (SHEL) position steady in Q2 2023 at 200 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #214.

First National Bank of South Miami first reported a position in SHEL in Q2 2022 and has held it in 5 quarters since. 1,204 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

First National Bank of South Miami held 200 shares of Shell worth $12.1K as of Q2 2023.
First National Bank of South Miami left its Shell share count unchanged in Q2 2023.
Shell made up 0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #214 holding.
First National Bank of South Miami first reported a position in Shell in Q2 2022 and has held it in 5 quarters since.
1,204 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.