Fortis Advisors’s Shell SHEL Stock Holding History

Fortis 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
2023 Q2	–	Sell	-24	Closed	-$1.38K	–	224
2023 Q1	$1.38K	Hold	24	–	–	﹤0.01%	248
2022 Q4	$1.37K	Hold	24	–	–	﹤0.01%	239
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	237
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	271
2022 Q1	$1K	Buy	+24	New	+$1.27K	﹤0.01%	278

Other funds holding SHEL

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fortis Advisors's SHEL Position: Q2 2023 in Review

Fortis Advisors sold out of Shell (SHEL) in Q2 2023, closing a stake of 24 shares — an estimated $1.38K sold.

Fortis Advisors first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $1.38K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

Fortis Advisors reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 24 Shell shares in Q2 2023, an estimated $1.38K.
Fortis Advisors first reported a position in Shell in Q1 2022 and held it in 5 quarters.
Fortis Advisors's Shell position peaked at $1.38K in Q1 2023.
1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.