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Impact Partnership Wealth’s Shell SHEL Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-250
Closed -$16.8K – 598
2024
Q1 		$16.8K Sell
250
-56
-18% -$3.59K 0.01% 403
2023
Q4 		$20.1K Sell
306
-1,050
-77% -$68.9K 0.01% 414
2023
Q3 		$87.3K Buy
1,356
+113
+9% +$7.03K 0.03% 333
2023
Q2 		$75.1K Buy
+1,243
New +$74.6K 0.03% 223

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Impact Partnership Wealth's SHEL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Shell (SHEL) in Q2 2024, closing a stake of 250 shares — an estimated $16.8K sold.

Impact Partnership Wealth first reported a position in SHEL in Q2 2023 and held it in 4 quarters. The position peaked at $87.3K in Q3 2023. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 250 Shell shares in Q2 2024, an estimated $16.8K.
  • Impact Partnership Wealth first reported a position in Shell in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Shell position peaked at $87.3K in Q3 2023.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.