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Global Retirement Partners’s Shenandoah Telecom SHEN Stock Holding History

Global Retirement Partners’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51
Closed -$886 – 3631
2024
Q1 		$886 Hold
51
– – ﹤0.01% 3006
2023
Q4 		$1.02K Hold
51
– – ﹤0.01% 2893
2023
Q3 		$1.11K Hold
51
– – ﹤0.01% 2734
2023
Q2 		$991 Hold
51
– – ﹤0.01% 2787
2023
Q1 		$1K Buy
+51
New +$953 ﹤0.01% 2734
2022
Q3 		– Sell
-13
Closed – – 2945
2022
Q2 		$0 Hold
13
– – ﹤0.01% 2862
2022
Q1 		$0 Buy
+13
New +$293 ﹤0.01% 2761

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's SHEN Position: Q2 2024 in Review

Global Retirement Partners sold out of Shenandoah Telecom (SHEN) in Q2 2024, closing a stake of 51 shares — an estimated $886 sold.

Global Retirement Partners first reported a position in SHEN in Q1 2022 and held it in 7 quarters. The position peaked at $1.11K in Q3 2023. 143 funds tracked by Wall St. Rank hold SHEN as of Q2 2024.

  • Global Retirement Partners reported no remaining Shenandoah Telecom position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 51 Shenandoah Telecom shares in Q2 2024, an estimated $886.
  • Global Retirement Partners first reported a position in Shenandoah Telecom in Q1 2022 and held it in 7 quarters.
  • Global Retirement Partners's Shenandoah Telecom position peaked at $1.11K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.