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IPG Investment Advisors’s Shell SHEL Stock Holding History

IPG Investment Advisors’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
Q1 		– Sell
-3,718
Closed -$245K – 210
2023
Q4 		$245K Buy
+3,718
New +$244K 0.05% 156
2022
Q2 		– Sell
-3,895
Closed -$214K – 186
2022
Q1 		$214K Buy
+3,895
New +$207K 0.04% 147

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

IPG Investment Advisors's SHEL Position: Q1 2024 in Review

IPG Investment Advisors sold out of Shell (SHEL) in Q1 2024, closing a stake of 3,718 shares — an estimated $245K sold.

IPG Investment Advisors first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • IPG Investment Advisors reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 3,718 Shell shares in Q1 2024, an estimated $245K.
  • IPG Investment Advisors first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • IPG Investment Advisors's Shell position peaked at $245K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.