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Halpern Financial’s Shell SHEL Stock Holding History

Halpern 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
Q4 		– Sell
-338
Closed -$16.8K – 216
2022
Q3 		$16.8K Buy
338
+80
+31% +$4.12K 0.01% 121
2022
Q2 		$13.5K Buy
258
+158
+158% +$8.88K 0.01% 144
2022
Q1 		$5.49K Buy
+100
New +$5.31K ﹤0.01% 187

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Halpern Financial's SHEL Position: Q4 2022 in Review

Halpern Financial sold out of Shell (SHEL) in Q4 2022, closing a stake of 338 shares — an estimated $16.8K sold.

Halpern Financial first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $16.8K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Halpern Financial reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 338 Shell shares in Q4 2022, an estimated $16.8K.
  • Halpern Financial first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Halpern Financial's Shell position peaked at $16.8K in Q3 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.