JWM
SHEL icon

Janiczek Wealth Management’s Shell SHEL Stock Holding History

Janiczek Wealth Management’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 		$180K Buy
2,495
+368
+17% +$26.3K 0.04% 199
2024
Q1 		$143K Sell
2,127
-347
-14% -$22.2K 0.03% 231
2023
Q4 		$163K Buy
2,474
+478
+24% +$31.4K 0.04% 194
2023
Q3 		$129K Buy
1,996
+1,757
+735% +$109K 0.03% 209
2023
Q2 		$14.4K Buy
239
+56
+31% +$3.36K ﹤0.01% 503
2023
Q1 		$11.4K Hold
183
– – ﹤0.01% 550
2022
Q4 		$10.9K Hold
183
– – ﹤0.01% 544
2022
Q3 		$9K Buy
183
+25
+16% +$1.29K ﹤0.01% 569
2022
Q2 		$8K Sell
158
-76
-32% -$4.27K ﹤0.01% 606
2022
Q1 		$13K Buy
+234
New +$12.4K ﹤0.01% 531

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

Janiczek Wealth Management's SHEL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Shell (SHEL) stake by 17% in Q2 2024, buying an estimated $26.3K and bringing the position to 2,495 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #199.

Janiczek Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Janiczek Wealth Management held 2,495 shares of Shell worth $180K as of Q2 2024.
  • Janiczek Wealth Management bought 368 Shell shares in Q2 2024, an estimated $26.3K.
  • Shell made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #199 holding.
  • Janiczek Wealth Management first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.