Geller Advisors’s Shell SHEL Stock Holding History

Geller 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
2022 Q2	–	Sell	-4,114	Closed	-$226K	–	165
2022 Q1	$226K	Buy	+4,114	New	+$218K	0.04%	146

Other funds holding SHEL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geller Advisors's SHEL Position: Q2 2022 in Review

Geller Advisors sold out of Shell (SHEL) in Q2 2022, closing a stake of 4,114 shares — an estimated $226K sold.

Geller Advisors first reported a position in SHEL in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Geller Advisors reported no remaining Shell position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 4,114 Shell shares in Q2 2022, an estimated $226K.
Geller Advisors first reported a position in Shell in Q1 2022 and held it in 1 quarter.
Geller Advisors's Shell position peaked at $226K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.