FWM
SHEL icon

Focused Wealth Management’s Shell SHEL Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-956
Closed -$62.9K – 830
2023
Q4 		$62.9K Buy
956
+291
+44% +$19.1K 0.01% 278
2023
Q3 		$42.8K Hold
665
– – 0.01% 310
2023
Q2 		$40.2K Buy
665
+5
+0.8% +$300 0.01% 339
2023
Q1 		$38K Buy
660
+6
+0.9% +$353 0.01% 348
2022
Q4 		$37.3K Buy
654
+5
+0.8% +$276 0.01% 341
2022
Q3 		$32K Buy
649
+5
+0.8% +$258 0.01% 333
2022
Q2 		$34K Buy
644
+5
+0.8% +$281 0.01% 327
2022
Q1 		$35K Buy
+639
New +$33.9K 0.01% 352

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Focused Wealth Management's SHEL Position: Q1 2024 in Review

Focused Wealth Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 956 shares — an estimated $62.9K sold.

Focused Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $62.9K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Focused Wealth Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 956 Shell shares in Q1 2024, an estimated $62.9K.
  • Focused Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Shell position peaked at $62.9K in Q4 2023.
  • 1,346 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.