High Net Worth Advisory Group’s Shell SHEL Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-432	Closed	-$24.6K	–	507
2022 Q4	$24.6K	Sell	432 -900	-68%	-$49.6K	0.01%	411
2022 Q3	$66K	Buy	1,332 +900	+208%	+$46.4K	0.03%	286
2022 Q2	$23K	Sell	432 -600	-58%	-$33.7K	0.01%	432
2022 Q1	$57K	Buy	+1,032	New	+$54.8K	0.02%	322

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

High Net Worth Advisory Group's SHEL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Shell (SHEL) in Q1 2023, closing a stake of 432 shares — an estimated $24.6K sold.

High Net Worth Advisory Group first reported a position in SHEL in Q1 2022 and held it in 4 quarters. The position peaked at $66K in Q3 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 432 Shell shares in Q1 2023, an estimated $24.6K.
High Net Worth Advisory Group first reported a position in Shell in Q1 2022 and held it in 4 quarters.
High Net Worth Advisory Group's Shell position peaked at $66K in Q3 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.