FirstPurpose Wealth’s Shell SHEL Stock Holding History

FirstPurpose Wealth’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
2022 Q4	–	Sell	-5,145	Closed	-$256K	–	189
2022 Q3	$256K	Buy	5,145 +341	+7%	+$17.6K	0.17%	111
2022 Q2	$251K	Buy	+4,804	New	+$270K	0.17%	109

Other funds holding SHEL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

FirstPurpose Wealth's SHEL Position: Q4 2022 in Review

FirstPurpose Wealth sold out of Shell (SHEL) in Q4 2022, closing a stake of 5,145 shares — an estimated $256K sold.

FirstPurpose Wealth first reported a position in SHEL in Q2 2022 and held it in 2 quarters. The position peaked at $256K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

FirstPurpose Wealth reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
FirstPurpose Wealth sold 5,145 Shell shares in Q4 2022, an estimated $256K.
FirstPurpose Wealth first reported a position in Shell in Q2 2022 and held it in 2 quarters.
FirstPurpose Wealth's Shell position peaked at $256K in Q3 2022.
1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on FirstPurpose Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.