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FourThought Financial’s Shell SHEL Stock Holding History

FourThought Financial’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
Q3 		$84K Sell
1,688
-8
-0.5% -$412 0.01% 475
2022
Q2 		$89K Sell
1,696
-35
-2% -$1.97K 0.01% 469
2022
Q1 		$95K Buy
+1,731
New +$91.9K 0.01% 489

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's SHEL Position: Q3 2022 in Review

FourThought Financial reduced its Shell (SHEL) stake by 0.47% in Q3 2022, selling an estimated $412 and leaving 1,688 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #475.

FourThought Financial first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $95K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • FourThought Financial held 1,688 shares of Shell worth $84K as of Q3 2022.
  • FourThought Financial sold 8 Shell shares in Q3 2022, an estimated $412.
  • Shell made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #475 holding.
  • FourThought Financial first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's Shell position peaked at $95K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.