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Heritage Wealth Management (Arizona)’s Shell SHEL Stock Holding History

Heritage Wealth Management (Arizona)’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
-409
Closed -$22K – 1048
2022
Q1 		$22K Buy
+409
New +$21.7K 0.01% 580

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SHEL Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Shell (SHEL) in Q2 2022, closing a stake of 409 shares — an estimated $22K sold.

Heritage Wealth Management (Arizona) first reported a position in SHEL in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Shell position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 409 Shell shares in Q2 2022, an estimated $22K.
  • Heritage Wealth Management (Arizona) first reported a position in Shell in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Shell position peaked at $22K in Q1 2022.
  • 1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.