IWP
SHEL icon

Icon Wealth Partners’s Shell SHEL Stock Holding History

Icon Wealth Partners’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
Q3 		$288K Buy
4,474
+810
+22% +$50.4K 0.03% 241
2023
Q2 		$221K Sell
3,664
-109
-3% -$6.54K 0.02% 301
2023
Q1 		$217K Buy
+3,773
New +$222K 0.02% 305

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Icon Wealth Partners's SHEL Position: Q3 2023 in Review

Icon Wealth Partners increased its Shell (SHEL) stake by 22% in Q3 2023, buying an estimated $50.4K and bringing the position to 4,474 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #241.

Icon Wealth Partners first reported a position in SHEL in Q1 2023 and has held it in 3 quarters since. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Icon Wealth Partners held 4,474 shares of Shell worth $288K as of Q3 2023.
  • Icon Wealth Partners bought 810 Shell shares in Q3 2023, an estimated $50.4K.
  • Shell made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #241 holding.
  • Icon Wealth Partners first reported a position in Shell in Q1 2023 and has held it in 3 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.