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FRG Family Wealth Advisors’s Shell SHEL Stock Holding History

FRG Family Wealth 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
2024
Q2 		– Sell
-200
Closed -$14.3K – 312
2024
Q1 		$14.3K Buy
+200
New +$12.8K ﹤0.01% 247

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FRG Family Wealth Advisors's SHEL Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Shell (SHEL) in Q2 2024, closing a stake of 200 shares — an estimated $14.3K sold.

FRG Family Wealth Advisors first reported a position in SHEL in Q1 2024 and held it in 1 quarter. The position peaked at $14.3K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 200 Shell shares in Q2 2024, an estimated $14.3K.
  • FRG Family Wealth Advisors first reported a position in Shell in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Shell position peaked at $14.3K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.