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First Personal Financial Services’s Shell SHEL Stock Holding History

First Personal Financial Services’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 		$51.1K Buy
775
+215
+38% +$15.2K 0.01% 196
2024
Q2 		$40.4K Hold
560
– – 0.01% 203
2024
Q1 		$37.5K Hold
560
– – 0.01% 201
2023
Q4 		$36.8K Hold
560
– – 0.01% 227
2023
Q3 		$36.1K Hold
560
– – 0.01% 223
2023
Q2 		$33.8K Hold
560
– – 0.01% 236
2023
Q1 		$32.2K Sell
560
-100
-15% -$5.88K 0.01% 244
2022
Q4 		$37.6K Hold
660
– – 0.01% 234
2022
Q3 		$33K Sell
660
-210
-24% -$10.8K 0.01% 245
2022
Q2 		$45K Hold
870
– – 0.01% 179
2022
Q1 		$48K Buy
+870
New +$46.2K 0.01% 192

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Personal Financial Services's SHEL Position: Q3 2024 in Review

First Personal Financial Services increased its Shell (SHEL) stake by 38% in Q3 2024, buying an estimated $15.2K and bringing the position to 775 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #196.

First Personal Financial Services first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • First Personal Financial Services held 775 shares of Shell worth $51.1K as of Q3 2024.
  • First Personal Financial Services bought 215 Shell shares in Q3 2024, an estimated $15.2K.
  • Shell made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #196 holding.
  • First Personal Financial Services first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.